Generating Reports

Fynance builds your Profit & Loss and Balance Sheet from confirmed transactions, for any year, month or custom range, and exports them to PDF or Excel.

Generate a report

1. Click Reports in the sidebar.
2. Choose a period: Full Year, Current Month or Custom Period.
3. Once the report opens, adjust the period with the controls at the top:
   • Year dropdown (for example, 2026).
   • Full Year dropdown: keep the full year or pick a single month (Jan to Dec).
   • Custom: set your own start and end dates.
4. Switch between the Profit & Loss and Balance Sheet tabs.

Read the Profit & Loss

• Summary cards: Total Revenue, Total Costs & Expenses, Net Income.
• The statement lists Revenue, Cost of Goods Sold, Gross Profit, Expenses by category, and Net Income.

Read the Balance Sheet

• Summary cards: Total Assets, Total Liabilities, Total Equity.
• The statement lists Assets (bank accounts and Stripe balance), Liabilities, and Equity (for example, Retained Earnings and Opening Balance Equity). Total Liabilities + Equity must equal Total Assets.

Export a report

1. Set the report and period you want.
2. Click PDF to download a formatted statement, or Excel to download a spreadsheet.

Before you rely on the numbers

• "This report doesn't cover the full period": your imported transactions start after the beginning of the period. Click Import earlier transactions to bring in the missing history (see Importing Earlier History). Do not file taxes with an incomplete report.
• "Transactions waiting for your review": pending items are not in the report. Click Review and confirm them first (see Managing Transactions).