The Forecasts screen, located within the Settings tab, allows you to create detailed financial forecasts based on expected income and expenses.
After generating your forecast, head over to the Reports tab. You will find a new report titled Forecast Profit & Loss Statement. This report enables you to view forecasted transactions for any chosen period.
You can then take the report figures and copy them directly into a new Profit and Loss Statement (Actual vs Budget) report.
The Chart of Accounts screen in Manager provides an organized list of all accounts within your business's financial records. This screen is located in the Settings tab.
The Capital Accounts tab is specifically designed to track and manage funds contributed by or distributed to business owners and investors.
The Capital subaccounts option located in the Settings tab allows you to create sub-accounts. These sub-accounts are accessible to all accounts listed under the Capital Accounts tab.
The Cash Flow Statement Groups feature in Manager allows you to organize accounts into personalized categories within your Cash Flow Statement report. Using settings within Manager, you can create ...