How can I create a Profit and Loss report?

Richard P.
Richard P. Member
edited July 2023 in Reports (Windows)

How can I create a P & L statement in my personal account


  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭

    The report at Reports > Spending > Income and Expense by Category comes closest to a standard P & L statement.

    Note that by default this report does not include investing accounts. If you want to include those accounts, you must click on the gear at the top right of the report and customize it to include them.

    QWin Premier subscription
  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭

    "Profit & Loss" is a business term. If you have Q Home & Business, it has a P&L report.

    For other versions of Q you need to create an Income & Expense report.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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