Pick the months you're looking at

The period control shows 24 months: click one, drag across several, or pick a preset. The choice stays when you switch page or company.

Updated September 29, 2026

Steps

  1. Step 1: On Transactions, Reports, Analysis, Schedules or Accounting, find the period control at the top.

  2. Step 2: Click a month, or drag across several. Use ← and → to move, and Shift with an arrow to extend.

  3. Step 3: Or open the presets and pick This month, Last month, Last 3 months, Last 12 months or Year to date.

Good to know

  • Companies whose fiscal year doesn't start in January see Fiscal year to date and Last fiscal year.
  • Home uses a compact month picker with the same presets.

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