How To: Run the Balance Sheet for the Current Year

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.
     • check 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.

See Also

• Accounts overview