How do I create a P&L report that includes income and expenses?

AlanS3205
AlanS3205 Member
edited November 2020 in Reports (Windows)
Trying to create and save a P&L report for year to date, but when I create only Expenses show - no income!? Have checked prior year reports for settings and they appear to be the same. Appreciate advice.
Thanks - Alan
[Edit - Removed email for privacy reasons]

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Answers

  • Frankx
    Frankx SuperUser ✭✭✭✭✭
    Hi @AlanS3205,

    I assume that you are running Home, Business & Rental Property - is that correct?  If so, you may not realize that the report you are running will only show "business income" categories.  If your business income is not in the proper categories, it will not display in the report.

    Let me know if you have any followups.

    Frankx

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  • volvogirl
    volvogirl SuperUser ✭✭✭✭
    And if you are running a business report each category has to have a schedule C tax line assigned to it.   To check the tax line assignment open the Category list by either clicking on the Category Icon or go to Tools-Category List or Ctrl+Shift+C.  Then select the category and right click on it to Edit it.  Click on the Tax Reporting Tab and check the box for Tax related and pick a Schedule C: tax line item.
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