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July 11, 2020
Question

I'm having trouble getting a report for 2019, P & L with the categories expanded to show all expenses per main category. I did this last year. Can you help me?

  • July 11, 2020
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1 reply

July 11, 2020

I can certainly help you, @LwoodsOR.

 

Can you tell me what circumstance you been experienced?

 

Accessing last year's report for Profit and Loss is easy. Once you open it, it will show you directly the Income and expenses with its category. 

 

Let me walked you through the steps:

 

  1. Select Reports from your left navigation pane.
  2. Click the drop-down arrow under Profit and loss.
  3. Make sure to set it to Last year.
  4. Select View.

 

I’ve attached a screenshot for your visual reference:


Reach out to me if you have an additional concern. I'll be glad to work with you again.