Interim Financial Statement Report - Create quarterly and monthly financial reports.

If you import financials manually from Excel, make sure to import it on monthly or quarterly basis as well. 

First, here is the standard period for a different financial year:

ie, 1 July 2022 to 31 December 2022 is inside the scope of FY2023, "Financial Reports/Statement" should be 2023.

Annual/Yearly Template

Quarterly Template

Monthly Template


Note: LodgeiT does it automatically for QuickBooks, Xero and MYOB.