General questions about the profit and loss reporting

The P&L is calculated using transaction data from your bank account, credit card, or journal entries. It aggregates income and expenses by category, allowing you to view the net operating account. Categories assigned to transactions determine how they appear in the P&L. Ensure transactions are properly categorized for accurate P&L representation. Uncategorized transactions are grouped into the Uncategorized sections at the bottom of the report.

We are working on allowing you to export the P&L. Please reach out if you have any questions.