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Income & Expense: Comparison periods

Learn how to compare different periods on the Income & Expense report.

By default, the Income & Expense report shows only the period you selected in the date range picker. You can choose to compare this period with up to 12 periods in the past and the future.

You can compare the following periods in the report based on the initial date range you selected:

  • Weekly
  • Monthly
  • Quarterly
  • Yearly
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Note

If you selected a custom range, you won’t be able to add comparison periods.

 
Example of comparison periods on the Income & Expense report
Example of comparison periods on the Income & Expense report

Adding comparison periods

In the toolbar on the right, select the number of periods before or after the selected date range that you would like to view. The report will then reload, and the comparison periods will be shown.

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Note

To view all the comparison columns, you might need to scroll horizontally.

 
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Tip

To gain more horizontal space for viewing the comparisons, you can hide the sidebar.

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The totals of the comparison periods

The columns furthest to the right are the totals for each row across all periods being compared.

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