Starting out

Reports: see where you stand

Your transactions turned into a plain-language picture, updated as you go.

No spreadsheets, no accounting degree. Reports turn your transactions into a plain-language picture of your business, updated as you go.

  • Profit & Loss — what you earned and what you spent.
  • Balance Sheet — what you own and what you owe.
  • Financial Health — a plain-language read on how you're doing.
  • Download for your accountant — your P&L and Balance Sheet as a PDF, anytime.

Find them on the Reports tab in Bookkeeping. They update on their own as transactions post.

What happens next — open Reports whenever you want a read on the business, or to hand a clean PDF to your accountant.