More flexibility in Income Statement/Balance Sheet report
I would like more options in the income statement and balance sheet, especially the option to show a monthly or quarterly report for the selected year.
Guest
Mar 6, 2026
HI there,
I'd like to be able to see a monthly statement with each month as its own column, or the same thing for quarterly. Right now the only report views are one column for the date range selected or a 5 year report for the range. Seeing a monthly or quarterly trend is helpful.
Hi there, just a quick clarification so I understand what you're asking for.
We currently offer our Income and Expense report with the following options in each fiscal year:
So I can generate the report for each quarter or a range of dates. Were you thinking here something like a table that splits the year into 4 quarters on a single page with a Total column at the end? ------------------------------------------------------------------------------------------------ Income and expense accounts | Q1 totals | Q2 totals | Q3 totals | Q4 totals | Fiscal Year totals ------------------------------------------------------------------------------------------------
The Balance Sheet is not a report that works on ranges but instead reports account balance as at a specific date so I'm not sure how your request applies to that report unless maybe: ------------------------------------------------------------------------------------------------------------------ Asset, Liability and Equity Accounts | Q1 ending balance | Q2 ending balance | Q3 ending balance | Q4 ending balance | Fiscal Year ending balance ------------------------------------------------------------------------------------------------------------------
Please reply to let me know if I'm understanding the request properly. Thank you!!
HI there,
I'd like to be able to see a monthly statement with each month as its own column, or the same thing for quarterly. Right now the only report views are one column for the date range selected or a 5 year report for the range. Seeing a monthly or quarterly trend is helpful.
Thanks, Mary
Hi there, just a quick clarification so I understand what you're asking for.

We currently offer our Income and Expense report with the following options in each fiscal year:
So I can generate the report for each quarter or a range of dates. Were you thinking here something like a table that splits the year into 4 quarters on a single page with a Total column at the end?
------------------------------------------------------------------------------------------------
Income and expense accounts | Q1 totals | Q2 totals | Q3 totals | Q4 totals | Fiscal Year totals
------------------------------------------------------------------------------------------------
The Balance Sheet is not a report that works on ranges but instead reports account balance as at a specific date so I'm not sure how your request applies to that report unless maybe:
------------------------------------------------------------------------------------------------------------------
Asset, Liability and Equity Accounts | Q1 ending balance | Q2 ending balance | Q3 ending balance | Q4 ending balance | Fiscal Year ending balance
------------------------------------------------------------------------------------------------------------------
Please reply to let me know if I'm understanding the request properly. Thank you!!