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FinvestLens

Investments & planning

Reports and statements

Statements, charts, decks and the end-of-year pack.

Reports ▸ Reports… (⌘R) opens the gallery: balance sheet, income statement, trial balance, cash flow, budget, tax, investment and business reports.

  • Change the period and options at the top of any report.
  • Save a report with its settings as a favourite to come back to it.
  • Export any report as a PDF, or share it.

Presentation decks

Financial Review presents a period as a slide deck — one message per slide, with charts and commentary written on this device from the figures on the slide. Investment Review does the same for the portfolio.

End of year

The Financial Year Pack gathers the statements you need at tax time into one PDF, in reading order.