{"id":8522,"date":"2026-02-16T14:11:51","date_gmt":"2026-02-16T12:11:51","guid":{"rendered":"https:\/\/support.simplbooks.fi\/fi\/kayttoohjeet\/balance-sheet-settings-and-reconciliation\/"},"modified":"2026-02-16T14:11:51","modified_gmt":"2026-02-16T12:11:51","slug":"balance-sheet-settings-and-reconciliation","status":"publish","type":"ht_kb","link":"https:\/\/support.simplbooks.fi\/fi\/en\/kayttoohjeet\/balance-sheet-settings-and-reconciliation\/","title":{"rendered":"Balance sheet settings and reconciliation"},"content":{"rendered":"\n<p><strong>This guide explains the structure of the balance sheet in SimplBooks, how to reconcile the balance sheet (find errors), and how to modify balance sheet settings.<\/strong><\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"su-note\"  style=\"border-color:#c0d6c5;border-radius:8px;-moz-border-radius:8px;-webkit-border-radius:8px;\"><div class=\"su-note-inner su-u-clearfix su-u-trim\" style=\"background-color:#DAF0DF;border-color:#ffffff;color:#333333;border-radius:8px;-moz-border-radius:8px;-webkit-border-radius:8px;\">\ud83d\udce2 <strong>Note!<\/strong> Please note that the program closes and opens financial periods automatically (<a href=\"https:\/\/support.simplbooks.fi\/fi\/kayttoohjeet\/tilikauden-vaihtuminen-ja-sulkukirjaukset\/\" target=\"_blank\" rel=\"noreferrer noopener\">guide<\/a>). If accounting accounts are added or removed, the account settings for automatic entries must be checked (<a href=\"https:\/\/support.simplbooks.fi\/fi\/kayttoohjeet\/kirjanpitotilien-lisaaminen-ja-muuttaminen\/\" target=\"_blank\" rel=\"noreferrer noopener\">guide<\/a>).<\/p>\n\n\n\n<\/div><\/div>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>Balance sheet structure in SimplBooks<\/strong><\/p>\n\n\n\n<p>The SimplBooks balance sheet follows the official Finnish balance sheet format. The balance sheet consists of two parts:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Assets<\/strong>\n<ul class=\"wp-block-list\">\n<li>Fixed assets (long-term assets, e.g., buildings, land)<\/li>\n\n\n\n<li>Current assets (short-term assets, e.g., cash in bank accounts, trade receivables) <\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Liabilities and Equity<\/strong>\n<ul class=\"wp-block-list\">\n<li>Equity (e.g., share capital, invested unrestricted equity reserves)<\/li>\n\n\n\n<li>Accumulated appropriations<\/li>\n\n\n\n<li>Mandatory provisions<\/li>\n\n\n\n<li>Liabilities (e.g., bank loans, VAT liability) <\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"su-spoiler su-spoiler-style-modern su-spoiler-icon-chevron su-spoiler-closed\" data-scroll-offset=\"0\" data-anchor-in-url=\"no\"><div class=\"su-spoiler-title\" tabindex=\"0\" role=\"button\"><span class=\"su-spoiler-icon\"><\/span>Balance sheet reconciliation<\/div><div class=\"su-spoiler-content su-u-clearfix su-u-trim\">\n\n\n\n<p>1. You can find the balance sheet under <strong>Accounting <\/strong>&gt; <strong>Balance Sheet<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/1-19.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"334\" src=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/1-19-1024x334.png\" alt=\"\" class=\"wp-image-7945\" srcset=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/1-19-1024x334.png 1024w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/1-19-300x98.png 300w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/1-19-768x251.png 768w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/1-19-50x16.png 50w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/1-19-1536x501.png 1536w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/1-19-920x300.png 920w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/1-19-600x196.png 600w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/1-19-320x104.png 320w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/1-19.png 1584w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>2. Select the period you want to review<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/3-15.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"364\" src=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/3-15-1024x364.png\" alt=\"\" class=\"wp-image-7947\" srcset=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/3-15-1024x364.png 1024w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/3-15-300x107.png 300w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/3-15-768x273.png 768w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/3-15-50x18.png 50w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/3-15-1536x546.png 1536w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/3-15-920x327.png 920w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/3-15-600x213.png 600w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/3-15-320x114.png 320w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/3-15.png 1571w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>3. The program will notify you if the balance sheet is out of balance. <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/2-19.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"267\" src=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/2-19-1024x267.png\" alt=\"\" class=\"wp-image-7949\" srcset=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/2-19-1024x267.png 1024w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/2-19-300x78.png 300w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/2-19-768x200.png 768w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/2-19-50x13.png 50w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/2-19-1536x400.png 1536w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/2-19-920x240.png 920w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/2-19-600x156.png 600w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/2-19-320x83.png 320w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/2-19.png 1588w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>The balance sheet must be in balance, meaning the totals on the assets side and the liabilities and equity side must be equal.<\/strong> If this is not the case, there is an error in the bookkeeping that must be identified and corrected.<\/p>\n\n\n\n<p>One way to identify the source of the error is to browse backward through the period until you reach the date when the balance sheet first becomes unbalanced, and then review the entries for that date.<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"su-note\"  style=\"border-color:#c0d6c5;border-radius:8px;-moz-border-radius:8px;-webkit-border-radius:8px;\"><div class=\"su-note-inner su-u-clearfix su-u-trim\" style=\"background-color:#DAF0DF;border-color:#ffffff;color:#333333;border-radius:8px;-moz-border-radius:8px;-webkit-border-radius:8px;\">\ud83d\udce2 <strong>Note!<\/strong> <strong> <\/strong>If the balance sheet becomes unbalanced at a period changeover, the cause is likely in the automatic closing entries. See the guide for checking and correcting these <a href=\"https:\/\/support.simplbooks.fi\/fi\/kayttoohjeet\/sulkukirjausten-tarkistaminen-ja-korjaaminen\/\" target=\"_blank\" rel=\"noreferrer noopener\">here.<\/a> <\/div><\/div>\n\n\n\n<\/div><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"su-spoiler su-spoiler-style-modern su-spoiler-icon-chevron su-spoiler-closed\" data-scroll-offset=\"0\" data-anchor-in-url=\"no\"><div class=\"su-spoiler-title\" tabindex=\"0\" role=\"button\"><span class=\"su-spoiler-icon\"><\/span><strong>Editing balance sheet settings<\/strong><\/div><div class=\"su-spoiler-content su-u-clearfix su-u-trim\">\n\n\n\n<p><\/p>\n\n\n\n<p>1. You can edit the balance sheet settings by going to <strong>Accounting<\/strong> &gt; <strong>Balance Sheet <\/strong>&gt; <strong>Actions <\/strong>&gt; <strong>View report settings<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/4-16.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"207\" src=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/4-16-1024x207.png\" alt=\"\" class=\"wp-image-7951\" srcset=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/4-16-1024x207.png 1024w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/4-16-300x61.png 300w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/4-16-768x156.png 768w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/4-16-50x10.png 50w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/4-16-1536x311.png 1536w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/4-16-920x186.png 920w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/4-16-600x122.png 600w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/4-16-320x65.png 320w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/4-16.png 1585w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"su-note\"  style=\"border-color:#c0d6c5;border-radius:8px;-moz-border-radius:8px;-webkit-border-radius:8px;\"><div class=\"su-note-inner su-u-clearfix su-u-trim\" style=\"background-color:#DAF0DF;border-color:#ffffff;color:#333333;border-radius:8px;-moz-border-radius:8px;-webkit-border-radius:8px;\">\ud83d\udca1 <strong>Tip<\/strong>: You can add report settings or print and export options to your favourites by clicking the star icon. They will then appear in the report&#8217;s main view and can be selected quickly. <\/div><\/div>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>2. In the view that opens, you can define which accounting accounts appear on the report, set headings, and also restore the report&#8217;s default settings.<\/p>\n\n\n\n<div class=\"su-note\"  style=\"border-color:#c0d6c5;border-radius:8px;-moz-border-radius:8px;-webkit-border-radius:8px;\"><div class=\"su-note-inner su-u-clearfix su-u-trim\" style=\"background-color:#DAF0DF;border-color:#ffffff;color:#333333;border-radius:8px;-moz-border-radius:8px;-webkit-border-radius:8px;\">\ud83d\udce2 <strong>Note!<\/strong> If you remove accounts from the chart of accounts or add new ones, make sure the account is correctly defined in the balance sheet or income statement settings. If an account has not been added to the balance sheet settings, its balance will not appear on the report and the balance sheet will not reconcile for that account. The accounts in the default chart of accounts are already assigned to the correct positions on the reports. There is a separate written guide for entering opening balances <a href=\"https:\/\/support.simplbooks.fi\/fi\/kayttoohjeet\/alkusaldojen-lisaaminen-aloittavalle-yritykselle\/\">here<\/a> and a video guide <a href=\"https:\/\/support.simplbooks.fi\/fi\/kayttoohjeet\/video-ohje-5-alkusaldojen-lisaaminen\/\">here<\/a>. <\/div><\/div>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>3. The accounts shown on the balance sheet are defined under <strong>Accounting <\/strong>&gt; <strong>Balance Sheet<\/strong> &gt; <strong>Actions <\/strong>&gt; <strong>View report settings<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/5-5.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"428\" src=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/5-5-1024x428.png\" alt=\"\" class=\"wp-image-7953\" srcset=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/5-5-1024x428.png 1024w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/5-5-300x125.png 300w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/5-5-768x321.png 768w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/5-5-50x21.png 50w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/5-5-1536x643.png 1536w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/5-5-920x385.png 920w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/5-5-600x251.png 600w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/5-5-320x134.png 320w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/5-5.png 1604w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Verify that the account number you added appears in the correct location. For example, &#8220;1020:1099&#8221; means that account numbers within that range appear at that point in the report. <\/p>\n\n\n\n<p>From the end of each row, you can add new rows and sub-rows.<\/p>\n\n\n\n<\/div><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"su-spoiler su-spoiler-style-modern su-spoiler-icon-chevron su-spoiler-closed\" data-scroll-offset=\"0\" data-anchor-in-url=\"no\"><div class=\"su-spoiler-title\" tabindex=\"0\" role=\"button\"><span class=\"su-spoiler-icon\"><\/span><strong>Automatic entry accounts<\/strong><\/div><div class=\"su-spoiler-content su-u-clearfix su-u-trim\">\n\n\n\n<p><strong> <\/strong>1. You can view the accounts for automatic entries under <strong>Settings<\/strong> &gt; <strong>Automatic entries<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/6-4.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"382\" src=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/6-4-1024x382.png\" alt=\"\" class=\"wp-image-7955\" srcset=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/6-4-1024x382.png 1024w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/6-4-300x112.png 300w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/6-4-768x286.png 768w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/6-4-50x19.png 50w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/6-4-1536x573.png 1536w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/6-4-920x343.png 920w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/6-4-600x224.png 600w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/6-4-320x119.png 320w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/6-4.png 1582w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Verify that accounts have been assigned to all automatic entries in the program settings. If any account for automatic entries is left undefined, the program will not process closing entries and other automatic entries correctly.<\/p>\n\n\n\n<\/div><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"su-spoiler su-spoiler-style-modern su-spoiler-icon-chevron su-spoiler-closed\" data-scroll-offset=\"0\" data-anchor-in-url=\"no\"><div class=\"su-spoiler-title\" tabindex=\"0\" role=\"button\"><span class=\"su-spoiler-icon\"><\/span><strong>Condensed balance sheet<\/strong><\/div><div class=\"su-spoiler-content su-u-clearfix su-u-trim\">\n\n\n\n<p>1. You can print a condensed balance sheet, for example for financial statements, by clicking the gear icon under <strong>Accounting <\/strong>&gt; <strong>Balance Sheet <\/strong>&gt; gear icon<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/7-4.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"316\" src=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/7-4-1024x316.png\" alt=\"\" class=\"wp-image-7957\" srcset=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/7-4-1024x316.png 1024w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/7-4-300x93.png 300w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/7-4-768x237.png 768w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/7-4-50x15.png 50w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/7-4-1536x474.png 1536w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/7-4-920x284.png 920w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/7-4-600x185.png 600w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/7-4-320x99.png 320w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/7-4.png 1583w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>2. Uncheck the &#8220;<strong>Full report<\/strong>&#8221; option<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/8-3.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"269\" src=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/8-3-1024x269.png\" alt=\"\" class=\"wp-image-7959\" srcset=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/8-3-1024x269.png 1024w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/8-3-300x79.png 300w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/8-3-768x202.png 768w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/8-3-50x13.png 50w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/8-3-1536x403.png 1536w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/8-3-920x241.png 920w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/8-3-600x157.png 600w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/8-3-320x84.png 320w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/8-3.png 1627w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>3<strong>. <\/strong>From the <strong>Filters<\/strong> section, you can also add a comparison period to the report.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/9-4.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"206\" src=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/9-4-1024x206.png\" alt=\"\" class=\"wp-image-7961\" srcset=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/9-4-1024x206.png 1024w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/9-4-300x60.png 300w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/9-4-768x154.png 768w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/9-4-50x10.png 50w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/9-4-1536x309.png 1536w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/9-4-920x185.png 920w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/9-4-600x121.png 600w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/9-4-320x64.png 320w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/9-4.png 1588w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p> If you want, for example, a report showing one column for the most recent year and one column for the previous year, select &#8220;<strong>Compare to the same period in the previous year<\/strong>&#8221; from the filters, and under the gear icon uncheck &#8220;<strong>Show start date<\/strong>&#8221; and &#8220;<strong>Show changes<\/strong>&#8220;.<\/p>\n\n\n\n<\/div><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"su-box su-box-style-default\" id=\"\" style=\"border-color:#a7bdac;border-radius:8px\"><div class=\"su-box-title\" style=\"background-color:#DAF0DF;color:#333333;border-top-left-radius:6px;border-top-right-radius:6px\">Other related guides:<\/div><div class=\"su-box-content su-u-clearfix su-u-trim\" style=\"border-bottom-left-radius:6px;border-bottom-right-radius:6px\">\n\n\n\n<div class=\"su-list\" style=\"margin-left:0px\">\n\n\n\n<ul class=\"wp-block-list\">\n<li><i class=\"sui sui-book\" style=\"color:#333\"><\/i> <a href=\"http:\/\/support.simplbooks.fi\/fi\/kayttoohjeet\/paakirja\/\" target=\"_blank\" rel=\"noreferrer noopener\">General ledger structure and modifying entries<\/a><\/li>\n\n\n\n<li><i class=\"sui sui-book\" style=\"color:#333\"><\/i> <a href=\"https:\/\/support.simplbooks.fi\/fi\/kayttoohjeet\/tilikauden-vaihtuminen-ja-sulkukirjaukset\/\" target=\"_blank\" rel=\"noreferrer noopener\">Financial period changeover and closing entries<\/a><\/li>\n\n\n\n<li><i class=\"sui sui-book\" style=\"color:#333\"><\/i> <a href=\"https:\/\/support.simplbooks.fi\/fi\/kayttoohjeet\/sulkukirjausten-tarkistaminen-ja-korjaaminen\/\">Checking and correcting closing entries<\/a><\/li>\n\n\n\n<li><i class=\"sui sui-book\" style=\"color:#333\"><\/i> <a href=\"https:\/\/support.simplbooks.fi\/fi\/kayttoohjeet\/tuloslaskelman-ja-taseen-alkusaldojen-syottaminen\/\" target=\"_blank\" rel=\"noreferrer noopener\">Entering opening balances for the income statement and balance sheet<\/a><\/li>\n\n\n\n<li><i class=\"sui sui-book\" style=\"color:#333\"><\/i> <a href=\"https:\/\/support.simplbooks.fi\/fi\/kayttoohjeet\/kirjanpitotilien-lisaaminen-ja-muuttaminen\/\" target=\"_blank\" rel=\"noreferrer noopener\">Adding and modifying accounting accounts<\/a><\/li>\n<\/ul>\n\n\n\n<\/div><\/div><\/div>\n\n","protected":false},"author":0,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht_kb_category":[121],"ht_kb_tag":[],"class_list":["post-8522","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-reports"],"_links":{"self":[{"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/ht_kb\/8522","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/types\/ht_kb"}],"replies":[{"embeddable":true,"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/comments?post=8522"}],"version-history":[{"count":0,"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/ht_kb\/8522\/revisions"}],"wp:attachment":[{"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/media?parent=8522"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/ht_kb_category?post=8522"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/ht_kb_tag?post=8522"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}