How do I view my Ledger Totals at the end of the year?

You can sort Ledger entries and view your total within a certain time period. This is helpful if you want to look at monthly or yearly totals for your records.

Web Version

• Open the Ledger tab found under Finances in the menu on the left side.
• Tap the grey “Date Range” button. From here you can type in the dates you want to view from and to.

• Select the green “Apply” button.
• To view the total scroll all the way to the bottom.

Mobile Version

• Tap the ellipses in the bottom right and select “Ledger” under “Finance”.
• Select the calendar icon in the upper right.

• Tap on the dates to customize the range you want to be included.

• Select “Done” in the upper right corner.
• Your Total will be shown in the white box in the upper right.

Updated on: 16/02/2022