About the Financial Statement Editor

In the financial statement editor, you can create schedules that include income statements, balance sheets, or a combination of both. Schedules include multiple line names and you can include or exclude the codes you want to use. When you are finished, you can build your schedule and drill down to view statement details and transaction summaries.

What do you want to do in the Financial Statement Editor?

Adding a new schedule

Editing an existing schedule

Building and running the schedule

Copying the schedule

Deleting a schedule

Export a schedule

Import a schedule

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