for boards, accountants, or anyone who wants the same view you're looking at. the p&l export hands over income and expense rows with totals, ready to drop into excel.
set the date range you want exported.
downloads a csv with section, account code, account name, and amount. income on top, then expenses, then net income.
open in excel or google sheets, or email straight to your cpa.
pair the p&l export with the transaction csv. the p&l is the summary; the transactions show the entries behind every line. cpas appreciate both.
we respond to every message within 24 hours.
the profit & loss tab is the answer to "how are we doing?" — revenue minus expenses for the date range you pick.
for cash expenses (a parking fee, a tip, gas you paid out of pocket) that don't have a receipt or didn't come through pawpaw / bluejay / sassafras.
ledger search by description, category, memo, or amount. filter by direction (money in / money out) and date range.