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Overview and reports

Understanding what the numbers on your screens mean, what they cover, and where to look next.

Understand

  • Reading your Overview — what each card on the first screen is telling you.
  • Insights — four questions about the business over a period you choose, and why Insights is for noticing while Books is for proving.

Reference

  • Reading a report — what each report answers, and the three things to check before reading any of them.
  • Day Book, Journal and Ledger — where the trading day ends up in the accounts.

  • Statements — Trial Balance, Profit & Loss and Balance Sheet.

  • Books at a glance — the owner's five positions: cash, what you owe, GST payable, profit and its trend, and where the periods stand.