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Pull a report to see income against expenses, or a full ledger of everything that moved. Reports are free on every plan, and you can export any of them to PDF or CSV. For a quick pulse instead of a full report, the Financial summary bar at the top of Finances → Transactions gives you the at-a-glance numbers.

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Build a report

1

Open Reports

Go to Finances → Reports. The tabs across the top filter your saved reports by type: All, Profit & Loss, and Transaction.
2

Create a new report

Click Create report to open the builder.
3

Pick the report type

Choose P&L Statement or Transaction Report, then set the date range. The type is locked once you save, so pick the right one first.
4

Name it and save

Click the report title to rename it, then Save changes. The report is saved to Finances → Reports so you can reopen it later.

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Profit & loss

A P&L Statement sums your income against your expenses over the range, on a cash basis. It has three parts:
  • Revenue: income grouped by category, counted as the money you received in the range. It comes in automatically from your billing, so you never enter income here.
  • Expenses: your costs grouped by category, in tax-form order. Each category is collapsible, and categories with no activity in the range are hidden.
  • Non-deductible business expense: a separate section for costs that don’t reduce taxable income. Hidden when the total is zero.
At the bottom, Net income is Revenue minus both expense sections. It reads green at or above break-even, red below it. Click any category row to drill into the entries behind it. Expenses come from the costs you record. See Track expenses.

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Transaction report

A Transaction Report lists every money movement in the range, with each row attributed to an Account:
ColumnWhat it shows
DateWhen the entry is dated.
DescriptionWhat it was for.
CategoryThe income or expense category, if any.
AccountThe account the row belongs to. On a charge, the student’s name appears as sub-text underneath.
TypeWhat kind of entry it is: a charge, payment, refund, credit, or expense.
AmountThe amount, signed + for money in and - for money out.
Use Group by to organize the rows. Account is the default; you can also group by Category, Student, Month, Week, Income/Expense, or Entry Type, or pick None for a single flat list. Each group shows its own subtotal. A few rows won’t have a named account:
  • Unbilled: a charge that isn’t on a sent invoice yet.
  • —: an expense, which belongs to the studio, not an account.
  • Unassigned: money received that isn’t tied to an account.
Voided rows stay visible with a muted background and a struck-through amount, so you can see they don’t count toward the totals. Tick Hide voided to leave them out. At the bottom, a summary breaks the rows down by type: charges, payments, expenses, refunds, credits, and voids.

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Export

Open any report and use the buttons in the header:
  • Download as PDF: a formatted copy to print or send.
  • Export as CSV: a spreadsheet file for Excel, Google Sheets, or your accountant’s software.
Both work for a P&L Statement and a Transaction Report, and both are free.

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FAQ

A P&L Statement rolls everything up by category into Revenue, Expenses, and Net income: the big-picture view of whether you made money. A Transaction Report lists each entry as its own row, so you can audit individual charges, payments, and expenses.
Every row is attributed to an account where possible. A charge that isn’t on a sent invoice yet reads Unbilled; money received that isn’t tied to an account reads Unassigned; an expense shows — because it belongs to the studio, not an account.
No. Mileage is record-keeping, not a financial entry, so it stays out of the P&L and the transaction report. Your trips live alongside the vehicle they belong to. See Track mileage.
Open the report and use Download as PDF for a formatted copy or Export as CSV for a spreadsheet. Both are free, on either report type.