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View financial ratios

Financial ratios turn your posted figures into health indicators grouped by liquidity, solvency, profitability, and efficiency.

Intermediate3 steps~3 min
1

Open the Financial Ratios report.

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Open the Financial Ratios report.
2

Set the "as of" date and, optionally, an income period.

Balance-sheet ratios use the as-of date; income-based ratios use the optional period you choose.

mujez
Set the "as of" date and, optionally, an income period.
3

Explore the ratios by category.

Expand any ratio to see its formula and the numerator and denominator behind it. Ratios without enough data show as N/A.

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Explore the ratios by category.

Reports are built from posted journals only. Drafts and reversed entries are excluded.