The Reports tab is where you generate and download your financial statements. Finally Ledger supports the following report types:
Report | Description |
General Ledger | Complete record of all transactions by account |
Profit and Loss | Revenue and expenses for a given period |
Balance Sheet | Snapshot of assets, liabilities, and equity |
Transaction List by Vendor | All transactions grouped by vendor |
Trial Balance | Summary of all account balances |
Date Range Options
By Account — Select a specific account to narrow the report scope
Full Year — Automatically covers the entire current year
Custom Dates — Set a specific start and end date for any timeframe you need
Download Options
Once your report is displaying correctly, click Download and choose from the following options:
Format — Excel (.xlsx) or PDF
Orientation — Portrait or Landscape
Headers — With or without repeating headers