Turn Recorded Transactions into Financial Reports

Profit and loss

Review recorded income and expenses grouped by category, total each side and see the net amount. An issued invoice alone is not recorded income: add the corresponding income transaction when appropriate.

Income and expenses over time

See income, expenses and net amounts grouped over a reporting period. Monthly grouping gives a practical view of changing activity without implying bank-based payment detection.

Expenses by category

Compare expense categories by recorded amount and percentage of total expenses. Consistent categories make it easier to see where spending is concentrated.

Choose a reporting period and currency

Use current or previous month, quarter or year, or select a custom date range. Available accounting history depends on your plan. Each report is filtered by currency; the application does not convert exchange rates or consolidate different currencies.

Export PDF and CSV reports

Download a readable PDF or a CSV for working with the report in a spreadsheet. These exports summarize your entered transactions and are not tax filings, audited accounts or invoice spreadsheet exports.

Frequently asked questions

Which reports are available?

Profit and loss, income and expenses, and expenses by category.

Does a paid invoice appear automatically as report income?

No. Record an income transaction separately; optionally link it to the invoice.

Can I export reports?

Yes. Reports can be downloaded as PDF and CSV for the selected period and currency.