We’re thrilled to announce that our financial reports feature—among our most requested enhancements—is about to enter beta testing. Whether you run a small business or just want a deeper dive into your personal finances, these new reports aim to make your accounting workflow a breeze.

Reports You Can Expect

• Income Statements: See your earnings and expenses side-by-side for any given period.

• Balance Sheets: Track assets, liabilities, and equity in one place, helping you get a clear snapshot of your financial health.

• Cash Flow Overviews: Visualize inflows and outflows over time, so you can plan and forecast more effectively.

Enhanced Transaction Management

• Refined Categories & Parent Categories: Group your expenses and income under a hierarchy for a deeper level of organization.

• Advanced Filtering & Rules: Automate how transactions are categorized, saving you time and ensuring consistent records.

Join Our Beta

We’re inviting a limited number of users to try the beta and provide feedback. Simply fill out our beta form (closed) if you’re interested. Help shape the future of accounting with Fortune!