Trial Balance - Monthly movement report
Would be great to be able to run a report showing the monthly net movement on the trial balance for a year (ie. 12 columns)
Kevin Newman
shared this idea
Aaah yes I get what you mean, thanks for coming back to clarify for me, Kevin. We'll leave the idea here to gather interest.
While this isn't something we have plans for atm, I'll update if there is any change around this to share.
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Mansour Muringathodika
commented
How I can get it trial balance with movement and monthly TB reports ?
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Leon-Willem Brits
commented
This would be a great feature especially in the provided means of management accounts
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Kevin Newman
commented
Thanks Kelly - I'm aware of that report but what I'm looking for is the movement each month whereas the report suggested gives YTD.
I currently use that report, export to Excel and then do a formula to take one months YTD from the preceding one to give me what I want but this is time consuming so hoping for a Xero solution?