> For the complete documentation index, see [llms.txt](https://www.zerabooks.com/help/llms.txt).

# Explore Expenses, Revenue and Cost of Revenue

Three pages break one part of your Profit & Loss down by category and by vendor or customer, with what grew, what shrank and the transactions behind it.

## Which page shows what

In the left navigation, open **Home**, then click **Expenses**, **Revenue** or **Cost of Revenue**. All three work the same way on a different part of your Profit & Loss:

| Page | Categories it includes | Third tab |
| --- | --- | --- |
| **Expenses** | Operating expenses and other expenses | **Vendors** |
| **Revenue** | Revenue and other income | **Customers** |
| **Cost of Revenue** | Cost of revenue | **Suppliers** |

The totals come from the same calculation as **Financials**, so they match your Profit & Loss for the same period.

Each page has three tabs: **Overview**, **Categories** and **Vendors** (or **Customers**, or **Suppliers**). Pick the period at the top; see [Choosing a reporting period](https://www.zerabooks.com/help/reports-and-insights/choose-a-reporting-period).

## Overview: what changed and why

1. **Expenses Over Time** (or **Revenue Over Time**, or **Cost of Revenue Over Time**) charts the total for each period, with a change chip against the period before.
2. **Did you know?** explains the biggest changes in plain sentences, for example which category rose and which vendor caused it. Click the numbered dots to move between them.
3. **Highlights** shows three lists of five: **Top Categories**, **Top Vendors** (or customers, or suppliers) and **Top Transactions**. Switch between:
   - **Largest**: the biggest amounts this period.
   - **Growing**: what rose most compared with the period before.
   - **Shrinking**: what fell most.

![Expenses Highlights switched to Growing: the categories, vendors and transactions that rose most in March 2026](https://www.zerabooks.com/help/shots/dash-expenses-highlights.png)

A row marked **NEW** had nothing in the period before. A **–** means no change.

## Categories and Vendors: the full breakdown

The **Categories** tab charts your five largest categories and lists every category below it. The **Vendors**, **Customers** or **Suppliers** tab does the same by party.

- Type in the search box to find a category. Click **Clear search** to show them all again.
- Switch between **Waterfall view** and **List view**.
- Click **Sort** and choose **Amount** or **Name**. Click the same option again to reverse the order.
- Click the arrow on a parent category to **Expand** or **Collapse** its subcategories.

![Expenses by category in waterfall view, with the Sort menu open (Amount or Name)](https://www.zerabooks.com/help/shots/dash-expenses-categories-sort.png)

Each row shows a small trend line, the total, the number of transactions and the change. In this list, the change compares with **the same period a year earlier**, as the line above the list says (for example "Changes: March 2026 vs March 2025"). **STABLE** means no change from a year earlier, and **From $0** means there was nothing a year earlier.

## See the transactions behind a category

Click a category row (in either view) to open the **Ledger** filtered to that category. It covers the whole window shown on the chart, not only the month you picked. See [Navigate the Ledger](https://www.zerabooks.com/help/ledger-and-categories/navigate-the-ledger).

{% hint style="info" %}
**Tip:** To recategorize everything from one vendor, go to **Vendors**. Vendor rows on this page are for reading only. See [Recategorize a vendor's transactions](https://www.zerabooks.com/help/vendors-customers-and-products/recategorize-a-vendors-transactions).
{% endhint %}

## Frequently Asked Questions

<details>
<summary>Why are Growing and Shrinking greyed out?</summary>

There is no earlier period to compare with. This happens with **All Time**, which has nothing before it. Pick a month, quarter or year instead.
</details>

<details>
<summary>What does STABLE mean in the breakdown?</summary>

The amount is the same as in the same period a year earlier.
</details>

<details>
<summary>Why is my Expenses page lower than Top Expense Categories on Dashboards?</summary>

Because Dashboards includes cost of revenue in **Top Expense Categories**, and the **Expenses** page doesn't. Cost of revenue has its own page.
</details>

<details>
<summary>Which accounts appear on the Revenue page?</summary>

Categories of type Revenue and Other Income. You can check a category's type in **Accounting** › **Category Manager**.
</details>

<details>
<summary>Will the period I pick stay when I come back?</summary>

Yes, for this company and page, until you close the browser tab. A new tab starts on the last complete month again.
</details>

<details>
<summary>What does "Detailed activity begins…" mean?</summary>

The period you picked is before your books start date. Figures before that date are opening balances, not individual transactions. Pick a period from that date, or click **Review opening books**.
</details>

<details>
<summary>Can I click a vendor to see its transactions?</summary>

No, vendor, customer and supplier rows on these pages aren't clickable. Open the vendor in **Vendors** or **Customers**, or click a category row to open the Ledger.
</details>

<details>
<summary>Is the "Did you know?" text written by AI?</summary>

No. It's built from your figures with no AI involved, so it always matches the numbers on the page.
</details>

---

## Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
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```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.

The full index is at https://www.zerabooks.com/help/llms.txt. An MCP server with `searchDocumentation`, `getPage` and `askQuestion` tools is at https://www.zerabooks.com/help/mcp.
