What it is
There is no separate monthly or yearly screen. You get a summary for any period by choosing the Duration on the report screen and then Day-wise, Contact-wise or Category-wise summary.
Why it helps
One way to build any summary: this month, last month, this year, or any two dates.
How to do it
- Open the Book and tap View reports.
- Tap This month or Last month for a month. Tap Date range and pick 1 January to 31 December for a year.
- Tap Day-wise summary for daily totals, or Category-wise summary for what the money was for.
- Tap Generate PDF or Generate Excel.
Good to know
- Many people keep one Book per month or per year, so the Book itself is the summary. See "Suggested Book names".
Did this answer it?
If not, write to us — a person replies.