Chapter 02 · Financial Report
Financial Report Settings
Column Display Options
To locate the column display options, click on the icon next to the financial report on the top left corner of the financial report. You can toggle on/off to see the financial report displayed in months, annual summaries, and/or overall total.
Search Bar
Toggle on the search bar to enable the search function. Type in any keyword to look up the transactions in the report.
Filter Report
Toggle on the filter report to hide empty accounts(category accounts with no transactions in them).
Opening Balance
Click on the opening balance to set the opening balances of your accounts. This feature is mainly for users who connect their bank accounts/credit cards to Prune(not recommended for QBO/Xero).
Export Options
Click Export CSV to export your financial report in a .csv format