Custom Report

More in Finance & accounting

• Multi Condition Lookup With Index MatchLooks up financial values by series and year using INDEX-MATCH.
• Receipt CompilerTurns receipt photos into a scanned A4 PDF expense-claim pack.
• Commerce Cost AccountingManages item costs, cost layers, variances, and inventory valuation.
• Charitable GivingTracks charitable donations and estimates their tax deduction value.
• Home Office DeductionCalculates your home office deduction using the simplified or actual expense method.
• Invoice AgingTrack unpaid invoices by age bucket and flag overdue payments.
• Lifestyle CreepSpots spending increases across categories over the past 6 to 12 months.
• Monthly DigestSummarizes your month's finances with metrics, trends, and anomalies.