Gee Ledger

Reports & Analytics

Get insights into your business finances with built-in reports. Analyze profit and loss, track spending by category, and spot trends over time.

Reports require a Pro plan.

Report Types

Profit & Loss (P&L)

A summary of income vs expenses over a period:

  • Total income, total expenses, and net profit/loss
  • Breakdown by category
  • Period-over-period comparison

Category Breakdown

Visual breakdown of spending and revenue by category:

  • Bar charts showing income and expense distribution
  • Identify your largest revenue sources and cost centers
  • Filter by date range

Performance

Track performance across locations and channels:

  • Revenue by location — compare performance across stores or offices
  • Revenue by channel — see which sales channels drive the most income
  • Filter by date range

Trends

Monthly trends over time:

  • Income and expense trend lines
  • Net balance over past months
  • Spot seasonal patterns and growth

Receivables

Who owes you, and for how long. Outstanding invoices are grouped by how far past their due date they are:

BucketMeaning
CurrentNot yet due
1–30 daysJust past due
31–60 daysChasing territory
61–90 daysGetting serious
90+ daysLikely a problem

Buckets are measured from each invoice’s due date, and every figure is stated in your base currency, so invoices raised in different currencies add together correctly.

Only invoices with something still outstanding appear. Anything paid in full drops off.

Accounts

Totals per chart-of-accounts account, with a line for anything not posted to an account at all. This tab appears only if your business keeps a chart of accounts — see Accounts.

General Ledger Export

Reports → Export general ledger produces a dated, account-coded CSV of every transaction: one row per document, with the account it posts to and both the document and base-currency amounts.

This is the file to hand an accountant at year end, and it is worth being precise about what it is:

It is not a double-entry general ledger. Every posting in Gee Ledger has one leg — a transaction names an income or expense account, and nothing records the cash or receivable on the other side. The export does not emit Debit/Credit pairs, because inventing the missing half would produce a file that does not balance.

It is the file most small-business tools export, and an accountant can work from it. The column that makes it worth having is Account Code, so set up your chart of accounts first if you want one.

Date Range Filter

All reports support flexible date ranges:

  • This month, last month
  • This quarter, last quarter
  • This year, last year
  • Custom date range

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