Options:

• View Transaction History

To view a full record of your business transactions:

1. Navigate to Accounting
2. Select Transactions
3. Use the date filter to select your preferred period
4. All transactions within that period will be displayed

You can filter further by account, category, or transaction type.

• Income Statement / Profit & Loss Report

The Income Statement (P&L Report) gives you a clear view of your revenue, expenses, and profit over a selected period.

This report is coming soon to Moniebook Accounting. You will be notified once it is available.

• Account Balance

To check the balance of any account on your Chart of Accounts:

1. Navigate to Accounting
2. Select Chart of Accounts
3. Find the account you want to check
4. The current running balance is displayed alongside the account

For connected Moniepoint accounts, balances are always fetched in real time from your bank.