Niche-Knack

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Read financial reports

Read the balance sheet, income and expenses, spending categories, and cash flow for one sample ledger.

Download fictional practice books · View the example statement

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Report values come from the entries in the open books. Check your date range when comparing reports.

1Balance Sheet

Open Reports. Balance Sheet summarizes assets, debts, and net worth.

1 · Balance Sheet. Open Reports. Balance Sheet summarizes assets, debts, and net worth.Read financial reports — step 1
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2Income and expenses

Choose Income & Expense, then This Month to limit the dates.

2 · Income and expenses. Choose Income & Expense, then This Month to limit the dates.Read financial reports — step 22
Report date range. Select the image to enlarge it.

3Spending breakdown

Choose Spending to compare expense categories.

3 · Spending breakdown. Choose Spending to compare expense categories.Read financial reports — step 3
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4Cash flow

Choose Cash Flow to see how money moves between your accounts.

4 · Cash flow. Choose Cash Flow to see how money moves between your accounts.Read financial reports — step 4
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Result: You can compare the four report views and limit period-based reports to the selected dates.