How To: Print the Balance Sheet Monthly

It is possible to print the Balance Sheet for the previous months in the current financial year only. Using this method, the month selected in the Until Month will result in the data from all the previous months in the current year being returned too.

1. Open an Accounts screen (show me how).
2. Open the [ Balance Sheet ] tab.
3. In the filters at the top:
   • Year Ending traffic light filter to the current financial year.
   • In the Only applicable to current year section:
     • change the Until Month if required.
       Note: this is only available for the current year and will include the data for the previous months in the that year.
     • Tick the Exclude transactions from previous years checkbox if you do not want to show any transactions from previous financial years.
4. Click on the Go button, the results will be displayed below.
5. Right Click in the grid and select Send to Notepad. Use the options to select how you wish the information to be formatted in Notepad and print or save as required.

See Also

• Accounts overview