And this is how it works...

There are two different ways to view the balance sheet and income statement:

Option #1:

Navigate to ⨠Bookkeeping ⨠Closing.

Choose between balance sheet and income statement.

Option #2:

Navigate to ⨠Bookkeeping ⨠Reports.

Choose from between balance sheet and income statement. Click on the ⨠👁 eye symbol.

If you want to compare the current balance sheet/income statement with the balance sheet/income statement from the previous year, for example, you must fill in the ⨠First comparison or ⨠Second comparison fields.

❗ TIP: You can also create a budget and compare the balance sheet with the created budget. You can find out more about this under budgets.

Directly in the balance sheet/income statement you also have the possibility to check individual accounts. To do this, you must open the balance sheet/income statement and click on the ⨠👁 eye symbol.

Navigate to ⨠Bookkeeping ⨠Reports.

The color-coded balance sheet/income statement has been created by the system and concerns the current figures for tax year XY.

If you click ⨠ + New balance sheet, you can narrow down the period for the balance.

Enter the date manually or click on the ⨠Calendar. Press ⨠Submit.

Open the balance sheet under ⨠Reports. Click on the PDF or CSV icon on the right side.

How do I create a budget

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