Working month

The month the workspace is currently viewing and working on for books, YTD figures and Alison’s analysis.

In Solo Superstars

Where it is used: Change it from the Current books panel. It is a viewing and work context—not today’s date—and is kept within the valid managed-books range.

Example

Selecting September 2025 shows September books and fiscal YTD through that month even when today is in 2026.

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

  • current working month
  • working period
  • current books month

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