Category variance

A read-only comparison of each account across periods: this month vs last, same month last year, or every month of the fiscal year.

In Solo Superstars

Under Reports. Built from the same journal lines as the Income statement, so it can never disagree with it. Sparklines per row, a chart of the biggest movers, and reclassification offsets labeled so they do not read as real change.

Example

Software Expense: July 2,340 vs June 1,890, +450 (+24%), because two annual renewals landed.

Codes shown are the defaults a new workspace starts with. Yours may be renamed or renumbered — check Accounting › Chart of accounts. See the full default chart.

Also called

  • period comparison
  • month-over-month

Related

  • Income statement — Revenue, costs and expenses over a period, ending in net income. The report that says whether you made money.
  • Financial Watch — Alison’s standing check for unusual activity: a vendor charging twice, an expense far above its baseline, a deposit that never cleared.
  • Monthly close — Declaring a month finished: everything categorized, statements reconciled, then locked so nothing older can change.

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