Log Executor Expenses

You can track executor expenses in the Executor tab. See below for instructions on accomplishing specific expense-related tasks; see Estate Financials | Executor Expenses for overall guidance.

View Executor Expense Table

To see the executor expense table:

  1. Click the Executor tab.
  2. Click the Expenses radio button at the top left of the Executor tab.

Add a Mileage Expense

To claim a mileage expense:

  1. Click the Create Expense button at the top of the Expense table.
  2. Select the date of travel (if multiple dates for one expense record, you can explain this in the Notes).
  3. Enter trip details under Expense Name (e.g., drove to house to sort belongings).
  4. Click "Mileage" for the Type of Expense.
  5. Enter the miles driven.
  6. EstateExec will automatically calculate the amount based on the federally approved mileage reimbursement rate for the applicable year. You can override the default reimbursement rate if desired.

Add a Standard Expense

To record an standard expense (such as a bill you paid):

  1. Click the Create Expense button at the top of the Expense table.
  2. Select the date of the expense.
  3. Enter who/what you paid under Expense Name (e.g., PG&E Utility).
  4. Enter the amount.

Delete an Expense

To delete one or more expenses:

  1. Select the expenses you want to delete using the checkmark column in the far left of the table.
  2. Click the Delete button at the top of the table.

Reimburse an Expense

To reimburse one or more expenses:

  1. Select the expenses you want to reimburse using the checkmark column in the far left of the table.
  2. Click the Reimburse button at the top of the table.
  3. Enter the any desired information in the Cash Transaction dialog that appears, and click OK.
  4. Note that this will deduct the amount from the Cashflow tab and enter a corresponding transaction there.

Modify or Undo a Reimbursement

To modify or delete a previously recorded reimbursement, either click the "Paid" cell of one of the expenses involved in the reimbursement, and change the transaction that pops up in the dialog, OR, from the Cashflow tab, click the desired transaction and edit/delete it there.

Include Older Entries

By default, EstateExec will show the most recent entries in the Expenses table. To see more entries, click the "Include Older Entries" button in the bottom right of the table. If that button says "All dates included", it means there are no more entries.

Find an Entry

As with all EstateExec tables, you can search and sort using the column headers. Note that these actions only operate on the entries currently in the local table: if you want to search all entries, be sure to click the "Include Older Entries" button (if present) below the bottom right of the table until all entries have been retrieved.

Remaining Unreimbursed

EstateExec displays the total remaining unreimbursed expenses at the top right of the table, even if all entries are not currently included in the table. In contrast, the summary row at the bottom of the table displays only the sum of the rows currently "visible" in the table. It does not include any older entries if you haven't clicked the "Include Older Entries" button, and it does not include entries you may have temporarily filtered out.

If you don't see the Unreimbursed field at the top right of the table, widen your window so there is room for it to display.

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