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 The four views
On the P&L tab, the toggle at the top switches between four views:
- 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 to use each
- 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 the totals all match
Each view reads from the same underlying data — revenue entries, expense entries, fixed cost rows. The math is consistent across all four: gross revenue summed at the day level equals gross summed at the month level. No double-counting between views; no view is "more accurate" than another.
04 Switching between views
The view toggle is sticky — pick week view today, come back tomorrow, you're still in week view. Each view has its own date navigation (week-back, month-back, etc.) for stepping through history.
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