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March 3, 2022
Question

I am unable to see Month on Month accumulated Retained earnings in the TB. How can I do so?

  • March 3, 2022
  • 1 reply
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1 reply

RenjolynC
March 3, 2022

Glad to see you in the Community space, accounting-clear.

 

I'll show some steps to help you with the report.

 

To see the Month-on-Month data for the Retained earnings account, you can follow these steps:

 

  1. Go to Reports on the left panel.
  2. Type Trial balance in the search field.
  3. Set the Report period, and select Months from the Display columns by drop-down.
  4. Click Run report.

Here's a sample screenshot of what the report would look like:

 

 

You can also check out these articles to learn more about the different reports included in your plan and how you can customise them:

 

Please let me know if you have additional questions about reporting. I'll be around to help. Stay safe and have a nice day!