Can I Filter Reports by Date Range?

Yes! All of Tabby’s reports can be filtered by custom date ranges, so you can see your financials for any time period you need.

How to Set a Date Range:

1. Go to the Reports section.
2. Select the report type you want (P&L, Expense Breakdown, etc.).
3. Click on the date filter at the top of the report.
4. Choose a preset range (e.g., “This Month,” “Last Quarter,” “Year to Date”) or enter a custom start and end date.
5. Click “Generate Report” to see your results.

This is especially useful for comparing different time periods, preparing quarterly reports, or pulling year-end summaries for tax filing.