I am trying to do a Profit and Loss report on EOFY 30th June 2020 compared to todays date 4th August

jennifer byrne

I need this report today. I have done the balance sheet comparison but cannot for the life of me get the P & L report the same

Kris_Williams

Go to reports, financial, profit and loss, previous year comparison. Or open a profit and loss and select modify and tick previous year - down the bottom

jennifer byrne

I tried that, it does not work. I spoke to support and he said it cannot be done but I think I have done it before. I can do the report with the balance sheet

Kris_Williams

Now that I read what you want exactly I agree - it can’t be done. Except to export both reports on relevant days to excel and compare from there 

Brigitte Nott

Go to Reports, Company and Financial, Profit and Loss Previous Year Comparison (modify date if necessary to this financial year to date). I tried this and it seems to work.

jennifer byrne

I am trying to do this again and I have now discovered if I do profit and loss comparison for financial compared to last then the figures in this financial year are as at the current date so all I need to do is change the date under this financial year  on the spreadsheet to ie 02- Sep -20. Simples

Kris_Williams

Yes but it will be the same date for both years, not 30/6 as well as today’s date

jennifer byrne

It shows as the same date ie 30.06.21 but the actual figures are as at today 02.09.20 which is what I want. Try it and see.  Sure beats having to do a spreadsheet comparion

Kris_Williams

Ok I will, glad you were able to get what you wanted

jennifer byrne

Thanks Kris. I will give my boss the spreadsheet with the date changed instead of printed P & L comparison via Reckon. I have checked the figures and they are all good.