Financial Statements

[JennyRuns24]

Hello everyone!

If anyone has created a financial statement (I'm trying to build a P&L) that includes MTD and YTD values for actuals, budget and forecast, or anything else along those lines, I'd love to see it. Anything you could share would be greatly appreciated!

Thank you

[dana_mcdonough]

Hi @JennyRuns24 - take a look at this article: Creating-a-consolidated-Income-statement . It has solution files attached which you can download and reverse engineer!

Hope this helps.

Dana

[dana_mcdonough]

Other resources I've found:
Creating-a-Beginning-and-Ending-Balance-Schedule 
create-a-profit-loss-statement-using-the-report-tool 

[JennyRuns24]

Thank you!

[dana_mcdonough]

Sure thing @JennyRuns24 . Please "like" and/or Accept my solution if this was helpful!