Updating Dashboard at end of year

As it’s the end of the tax year (and my accounting year) I’d like my Dashboard to update to show this year’s drawings only, but it’s showing all time drawings. My question is how do I change it please to re-set at the start of the tax year? Thanks.

It will always just show the balance of the account. The way to do that would be to journal the balance out at the year-end and move it somewhere else. Where you would journal it to I’m not entirely sure? You could just create another account called historic drawings, or you could move it somewhere more meaningful. I’d have a chat with your accountant on that one.

Thanks Glenn. I do my own books and don’t have an accountant so will see what I can do. Brilliant system btw, so helpful :smile:

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