Find your P&L, balance sheet and cash flow

Steps

1. 1

   Step 1: Open Reports in the sidebar. The Statements tab opens.

2. 2

   Step 2: Pick a statement: Profit and loss, Balance sheet, Cash flow, Trial balance or General ledger.

3. 3

   Step 3: Pick the months with the period control at the top: one month, a range, or a preset like Last 12 months or Year to date.

4. 4

   Step 4: Choose the columns: Total, By month, By quarter, By year or With year to date.

5. 5

   Step 5: Click any amount to see Lines behind it, with Why and Lineage tabs.

Good to know

• On the Profit and loss, % of revenue shows each line as a share of revenue.
• Cash, burn and runway on Home are always on a cash basis.

Related articles

• Compare to last month or last year
• Export a report to CSV, Excel or PDF
• Switch between cash and accrual
• Pick the months you're looking at