Skip to content
← For small businesses

Enter your idea

For small businesses: Business features

Categories

(thinking…)

Xero Accounting app - Display Year-to-Date (YTD) Profit & Loss on the App Dashboard

on the APP dashboard shows ploss for month. $
need to add ploss ytd $

1 vote

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

ronal woods shared this idea  ·   ·  Report…  ·  Admin →
Existing functionality  ·  AdminHaroon Subhani (Admin, Xero) responded  · 

Hi Ronal! Did you know it's already possible to do this in the Xero Accounting App?

To change the display to Year-to-Date, you can click on the "Profit and loss" widget on the Xero Accounting App. This will open more information, and at the top of the figures, you'll see an option to select a period of your choice, which includes Month to Date, Quarter to Date, or Year to Date.

To ask questions about using Xero in community you can post or join Discussions on Xero Central. Thanks

Show previous admin responses (3)
Comments are closed An error occurred while saving the comment
  • ronal woods commented  ·   ·  Report

    small business entreprenuers need as much guidance on cash flow as possible. The app has limitations of course. However the year to date is really the key .

  • ronal woods commented  ·   ·  Report

    the app shows months position profit l

    needs to show ytd profit /l
    small business people
    believe what they see in front of them.
    a month may be up but
    ytdate in loss.
    dont go buy the new car