Net Income Statement Displaying Monthly Columns

Dan13

Can a Net Income Statement be created with Monthly Columns showing each month independently (as of Year to Date) as follows with the columns providing each separate month, then % of Total Values and Overall Total Columns? I have only been able to create one column for display of a month or quarter but not multiple months on the same report.

Col01 - January
Col02 - February
Col03 - March
Col04 - April
...
Col12 - Dec
Col13 - % of Total
Col14 - Overall Total

Jim_Harman

It's not clear what detail you want, but have you tried the Income and Expense by Category report? Set the date range to Yearly and the Interval to month.

You would have to export to Excel to add and compute the % column.

Dan13

Can a Net Income Statement be created with Monthly Columns showing each month independently (as of Year to Date) as follows with the columns providing each separate month, then % of Total Values and Overall Total Columns? I have only been able to create one column for display of a month or quarter but not multiple months on the same report.

Col01 - January
Col02 - February
Col03 - March
Col04 - April
...
Col12 - Dec
Col13 - % of Total
Col14 - Overall Total

Jim_Harman

It's not clear what detail you want, but have you tried the Income and Expense by Category report? Set the date range to Yearly and the Interval to month.

You would have to export to Excel to add and compute the % column.

NotACPA

Explain how col 13 is calculated.  Wouldn't it be, by default, always 100%?

Dan13

Col13 is the percentage for each line item of the total... It would be looking at Col14. I guess I listed them backwards and should have stated Col13 Overall Total and Col14 % of Total.