Articles on: Finances

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

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