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How to Generate a Cash-Based Income Statement
How to Generate a Cash-Based Income Statement

PDF of revenues and expenses to print. CSV of revenue and expense totals. Cash based income statement to download or for printing.

Isabelle Talkington avatar
Written by Isabelle Talkington
Updated over 8 months ago
  1. Head to the FarmRaise Tracks app and head to the "Menu" in the bottom right-hand corner!

  2. You can then scroll down to reporting and then "Income Statement"

  3. Once you click on "Income Statement" you will see the option for "Cash-Based"

  4. Once you click on this you will be able to select the last month, last three months, last six months, the last year, or create a custom date range.

  5. Here I create a custom date range.

  6. You will then need to select which accounts you would like included.

  7. You can then select what expense and revenue categories you would like to have on your report. In the video, I select all which includes my personal and uncategorized expenses.

  8. You will then have the option to include certain products if you would like.

  9. Then you will press "Generate"

  10. On the next screen, you will see a summary. You can then choose to export it as a CSV or PDF.

  11. You can download the report directly or you can email it to yourself.

If you have any questions about how to generate your income statement, please reach out to [email protected].

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