Reports and exports

P&L, cash flow, cash position, sales tax and a Schedule C summary — plus CSVs for your accountant.

From Money → Reports. Pick a range — This Month, Quarter, Year, or Custom — and view:

| Report | What it tells you | | --- | --- | | Profit & Loss | Income and expenses by category, net profit, margin against target. | | Cash Flow | Money in versus out over time. | | Cash Position | Cash on hand, sales tax to set aside, owner's equity. | | Sales Tax (estimate) | Taxable sales and estimated tax owed. | | Schedule C Summary | Your transactions mapped to IRS line items. |

Exports

Export Transactions, P&L, and Schedule C as CSVs — this is the handoff your accountant actually wants, and it takes one tap.

> Run a reconciliation before exporting anything you'll > file on. A report is only as true as the ledger under it.