The four P&L views are the same data sliced four ways. Each is useful for a different kind of question — and switching between them is one click.
01 What are the four P&L views?
On the P&L tab, the toggle at the top switches between four time buckets. Day is one date's P&L, for understanding a specific day's number. Week is seven days, Monday–Sunday by default, for catching weekly patterns. Month is the calendar month — the view you send your accountant. Year is the calendar year, for year-end and tax season. Same entries, four lenses, detailed below.
- Day — one date's P&L. Useful for understanding a specific day's number.
- Week — seven days, Monday–Sunday by default. Useful for catching weekly patterns.
- Month — calendar month. The view you send your accountant.
- Year — calendar year. Useful for year-end and tax season.
02 When should I use each view?
- Day for diagnosing "why was Tuesday weird?".
- Week for spotting trends — is the week shaping up better or worse than last week?
- Month for the monthly hand-off to your accountant, and for understanding your run-rate.
- Year for tax season and big-picture context.
03 Why do the totals match across all four views?
Because each view reads from the same underlying data — the same revenue entries, expense entries, and fixed cost rows. The math is consistent across all four, so gross revenue summed at the day level equals gross summed at the month level. There's no double-counting between views and no view is "more accurate" than another; they're just different time groupings of one ledger.
04 How do I switch between the views?
Use the toggle at the top of the P&L tab — switching is one click. The toggle is sticky, so if you pick week view today and come back tomorrow, you're still in week view. Each view also has its own date navigation (week-back, month-back, and so on) for stepping through history, so you can move through past periods without leaving the view you prefer.
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