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Run a Balance Sheet Comparison Report

The Balance Sheet Comparison report lets you view any two periods side by side — so you can show a client how this month stacks up against the last, compare year-over-year positions, or analyze any custom date range without building a manual spreadsheet.

Steps

[VIDEO]

  1. Go to Reporting → Balance Sheet in the left sidebar
  2. Click Report Period to select a predefined month, or set a custom date using the As of date field — the report loads automatically
  3. Click Compare to open the Report Configuration panel
  4. Set the comparison period using Report Period or the As of date field
  5. Optionally check $ Change, % Change, or both to include variance columns in the report
  6. To export, click the Export to toggle in the upper right and choose your format: PDF, Excel, DOCX, or Headerless CSV

💡 Tip: The % Change column is especially useful for client presentations — it immediately surfaces which balance sheet categories grew or shrank the most between periods, without the client needing to do the math.

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