Summary

The Summary window shows the performance of your business at a glance. You can view your income and expenditure, gross profit and current bank account balance.

Income

This shows your total income for the current calendar month and for the financial year to date. This is a net value and excludes VAT.

Expenses

This shows your total expenses for the current calendar month and for the financial year to date. This is a net value and excludes VAT.

Profit

This shows your profit for the current calendar month and for the financial year to date. This is a gross profit figure, and calculates from subtracting your total expenses from your total income. To view more details, click Profit and Loss Report.

Bank account balance

The name of your current account appears in this area. The chart shows your main current account balance for the previous 8 weeks, and from the top-right corner, you can view today’s balance.

Let us know what you think...