This section shows you how much you are earning versus how much you are spending over time.
- The Chart:
- Green Line (Income): Money coming in.
- Red Line (Expense): Money going out.
- Purple Line (Net Balance): How much you have left in total.
- The Comparison Table: This compares different months. The green or red percentages tell you if your income or profit went up or down compared to the month before.
- See More Details: Click the arrow icon (>) next to any month to open the detailed Transaction Report for that specific month.
2. The Transaction Report
Once you click the arrow, you will see a “the detailed list.
- Summary Boxes: Quickly see your total Income, Expense, and Net Balance for that period.
- The List:
- Description: Shows who paid (e.g., “ABC”) or what the money was for.
- Category: Shows which part of your business the money belongs to (e.g., “ACADEMY”).
- Mode: Shows how the money was paid (e.g., “online” or “cash”).
- Balance (₹): Shows your running total after each specific payment.
- Filters: Use the All Locations or All Mode buttons at the top to find specific payments quickly.
- Download Reports: Click the Download icon in the top right corner to save these lists as an Excel file on your computer.