This guide is written with MoneyWiz for Desktop in mind. Need one for Mobile? Click here!
If you need to perform some year-end analysis of your finances - perhaps to share with your accountant - don't worry. MoneyWiz can help!
To begin, switch to Reports section and navigate to the bottom, to the "Other" section. From there, pick the Profit & Loss report. Fill out the necessary information - do you wish to generate the report for specific categories only (perhaps business-related) or all? If you wish to exclude some accounts from the report, you can use the "Add filter" button.
Once generated, you'll see a sum of all expense categories and a sum of all income categories as well as a grand total below. You can then export this report to show it to your accountant if needed.