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Custom columns

Add additional data to your P&L and Balance Sheet

Updated over 2 years ago

Custom columns let you add additional data to your Profit and Loss and Balance Sheet.

To enable a custom column, toggle on the Custom Column property in a report.

The options for a custom column are:

Option

Custom column data

YTD

year-to-date totals

Prior Period

year-to-date totals

% of Income

% of the current period's income (P&L only)

% of Expenses

% of the current period's expenses (P&L only)

Year-to-date custom column

When comparing against a prior period, you can also add $ Change and % Change columns.

Comparing against previous period
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