Management and security
Reporting periods
Use periods to compare equivalent time intervals.
What is this?
A period groups income and spending between two consecutive dates in your personal financial cycle.
What do you see?
You see the name, dates, income, spending and result for each period.
What can you do?
Set the first day of the period in Settings. This is usually your payday, and the platform calculates subsequent periods automatically.
What does the result mean?
A completed period has ended relative to today and can be used in reliable comparisons. The current period remains informative until its end date.
Next stepContinue with the next relevant Help Center topic.
Periods in the dashboard →Finance Ledger presents insights based on entered data and does not provide investment, credit or tax advice.