The P&L report shows your income and expenses for a period, grouped by category, so you can see your net profit at a glance. Internal transfers between your own wallets are excluded. Open it from Reports → P&L Report.
Choosing what you see. Pick a period (This month, Last month, This quarter, Last quarter, Year-to-date, Last year, or a custom range up to 5 years) and a display currency (USD, USDT, BTC or ETH, converted at the current rate). If you use Business units, you can also filter by one or more units. Filters apply when you press Refresh.
Key figures. Four cards summarize the period: Total Income, Total Expenses, Net Profit (Income − Expenses) and Margin %.
Charts and tables. A Revenue vs Expenses chart compares income and spending over time. Below it, separate Revenue and Expenses tables break the amounts down as an expandable tree — by unit, category and subcategory — each with its amount and share of the total.
Good to know. A notice shows how much was excluded as internal transfers, and a banner reminds you if some transactions are still uncategorized, with a link to categorize them. You can export the report to PDF.
The P&L report is available on plans that include it; otherwise it isn't shown in the menu. See «Plans & Billing».