Manage Financial Years
Create and select periods used by transactions, dashboards and reports.
Open Settings
Dashboard → Account menu → Financial years
Start from Dashboard, open Account menu, and select Financial years. On mobile, open the workspace menu first when the named menu is not visible.
Create a non-overlapping period
Create a non-overlapping period. Review the information shown before continuing to the next step.
Set the active financial year
Set the active financial year. Review the information shown before continuing to the next step.
Review transactions in that period
Review transactions in that period. Review the information shown before continuing to the next step.
Close a completed year carefully
Close a completed year carefully. Review the information shown before continuing to the next step.