Reports
AllMy Ledger generates the reports you need to understand your business finances and prepare for tax time.
Available Reports
Profit & Loss (Income Statement)
Shows your income and expenses over a period of time. Use this to see how much you earned and spent in a month, quarter, or year.
Balance Sheet
Shows your assets, liabilities, and equity at a specific point in time. Use this to see your overall financial position.
Accounts Receivable Aging
Shows unpaid invoices grouped by how long they've been outstanding (current, 30 days, 60 days, 90+ days). Use this to follow up on late payments.
Running a Report
- Go to Reports
- Select the report type
- Set the date range
- Click Generate
Exporting
Every report can be exported as a PDF or printed directly. Click Export PDF to save, or Print (or Ctrl+P) to print.
PDF reports work well for sharing with your accountant or tax preparer. See Data Export for more options.
Tip: Run a Profit & Loss report monthly to track how your business is doing. Compare month-to-month to spot trends.