How do I generate a summary report?

How do I generate a summary report?

In Psylio, you can generate a summary report of your finances for a selected period.

This report includes:
  1. Income
  2. Expenses
  3. Taxes

Steps to follow 

  1. From the left-hand menu, open Finance, then select Summary.
  2. Select the period you want to display (current year, previous year, or custom period).
  3. Click Update preview to apply the selected period.
  4. To download or print the report, use the icons located in the top right corner of the preview.


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