Reading your Profit & Loss and Financial Overview
Set the report period, expand accounts, drill into the numbers, and use the weekly one-pager.
Reading your Profit & Loss and Financial Overview
Your reports turn all those categorized transactions into a clear picture of how the business is doing. Here's how to read the three you'll use most — and how to set them up so they show the full story.
While we're catching up your books, these numbers are a work in progress and may look incomplete. That's expected — see Why your books look "off" during onboarding.
Profit & Loss
Your Profit & Loss (P&L) shows your income and expenses over a period of time.
- Open the Profit & Loss report.
- Set the report period. It defaults to the current year, which can look empty during onboarding — switch to the full date range, or the Uplinq Bookkeeping period that shows all the years we're working on.
- Use Expand all to reveal every account under each header, not just the totals.
- Click any number to drill into the individual transactions behind it.
You can also export to Excel if you'd like to work with the numbers yourself or share them.
Nine times out of ten it's the report period filter set to the current year. Switch it to the full date range and your numbers will appear.
Financial Overview
The Financial Overview is your weekly "one-pager" — a quick snapshot of the business at a glance:
- Revenue in green
- Expenses in red
- Net profit front and center
A warning triangle means the data for that period is still incomplete — normal during onboarding. Click any month or bar to drill into it and see what's behind the numbers.
Balance Sheet
The Balance Sheet works the same way as the P&L — set the period, expand accounts, and click to drill in. The key difference: it shows cumulative balances (what you have and owe as of a point in time) rather than activity over a period.