View financial information in a matrix (change column groups)

Learn how to use Matrix Variance mode to compare data across different periods by adding columns for the previous period and variance—perfect for spotting trends month-over-month or year-over-year. You'll also see how Matrix Share mode transforms your data into percentages, making it easy to analyze ratios, like the share of Product X versus Product Y.

Learn how to create a custom financial statement to suit your business needs from scratch.

Learn how to manage your budgets using the Budget menu in Financial Statements. You'll see how budgets are displayed in the Budgets menu, allowing you to easily switch and adjust the budget data shown in your statement.

Learn how to map accounts to any new or updated groups in your financial statements, to make sure they display correctly in the grid.