Announcement: New profit breakdown chart in Reports dashboard widget

News posted by Pete Jones 4 weeks ago

The Reports dashboard widget now has a Sankey chart breaking down profit for the current accounting period.

The left side shows each of your income accounts, and the right shows how that income is split between each cost category and how much remains as profit.

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The values are clickable, so you can see the transactions making up each total.

Note: A net loss will be shown on the left hand side of the chart.

The monthly profit line chart is still available. Just choose the "Monthly" option at the top of the widget.

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Note: Clear Books will remember your choice of "Total" or "Monthly" chart.

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