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Books

Read your financial statements

See the trial balance, profit and loss and balance sheet for any month on the Statements tab of Books.

Updated 5 October 2026

Open the Books app and select Statements. The three statements are built from posted journals and use exact decimal amounts.

Choose the period

Type a month as YYYY-MM, for example 2026-09, in Period at the top of the app. All three statements follow it. If the month is not in that form, the app asks you to use YYYY-MM.

The statements

  • Trial balance: the balance of every account, with the debit and credit totals underneath. A badge shows balanced or out of balance.
  • Profit and loss: Revenue, Expenses and Net profit for the period.
  • Balance sheet: the position at the end of the period, with Assets, Liabilities and Equity. The badge reads assets = liabilities + equity when it agrees. Unclosed result is the profit or loss not yet moved to retained earnings by a year-end close.

An account with no postings in a statement shows No postings.