You can generate a Profit and Loss report using some custom report criteria.
Click on the Beta tab and then click on the Profit / Loss link.
The Profit and Loss Report generates a P&L statement based on some report criteria you can set.
Below is a sample of a Profit and Loss statement generated with the default parameters.
The Report Options for the Profit and Loss report are shown and explained below.
| Option | Description |
|---|---|
Date Range |
Select the start and end dates for the transactions that should be calculated. |
Accounts |
You can limit the report to a specific account or set of accounts |
Categories |
You can limit the report to a specific category or set of categories |
Income Calculation |
There are two options: All deposits - all of your income will be lumped into one amount. Deposits added to selected categories - income will be shown for each category it has been assigned to. |
Categories with Income and Expense |
This determines how to handle categories that contain both expenses and income. |
Transfers |
You can choose to exclude or include transfers in the totals. |
Split Children |
You can choose to include or exclude split children from the totals. |
The result of changing the Income Calculation option to Deposits added to selected categories looks like the following:
Deposits added to selected categories option selectedYou can click the Export to CSV link below the report to export the report to a CSV file. A CSV file can be opened in any spreadsheet application such as Excel.