Help / Your books every month
Your reports
The Reports tab has your profit and loss and balance sheet for a month, the year to date, or any range you pick. Download either as a PDF or CSV.
Seeing your reports
- Go to Reports.
- Choose Month, Year to date or Pick a range.
- What came in and went out is your profit and loss. What you own and owe is your balance sheet.
Downloading
- Next to either report, tap Download PDF or Download CSV.
- Send the PDF to a lender or a partner. Open the CSV in a spreadsheet.
Draft or final
If any month in the range is still in progress, the report is marked Draft and its numbers can change. Once every month in it has closed, it’s Final.
Still stuck? Message your team in the app, or email goat@goatkeeper.io. A real person answers.