To track your annual progress, open the Reports tab and navigate to the Year-to-Date (YTD) view. You can also compare your performance to previous years.
Year-to-Date (YTD) Reports
The YTD view shows running totals for the current year:
Total sales count
Total gross revenue
Total net profit
Total expenses
Overall profit margin
Year Comparison
Compare your current year's performance to previous years to see how your business is growing:
Side-by-side metrics for each year
Track progress toward annual goals
Identify seasonal patterns across years
Good to Know
YTD numbers update automatically as you record sales and expenses
Use year comparisons to set realistic goals for the upcoming year
The end-of-year summary report gives you a complete annual breakdown
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