Guide

Income and Expense Reports

Learn how to use Income and Expense Reports in Peach Suite Pro to review business revenue, expenses, financial activity, and reporting periods.

Updated: October 05, 2026

Overview

Income and Expense Reports provide a detailed view of your business's financial activity during a selected date range.

These reports help you monitor profitability, identify trends, and understand how money flows through your business.

Selecting a Date Range

Choose the beginning and ending dates for the report.

Popular ranges include:

* Today

* This Week

* This Month

* Last Month

* Year-to-Date

* Custom Date Range

The report updates automatically based on your selected dates.

Income Report

The Income Report displays all recorded income during the selected period.

Depending on your business, the report may include:

* Appointment revenue

* Retail sales

* Gift certificates

* Memberships

* Manual income entries

* Other recorded income

Totals are automatically calculated.

Expense Report

The Expense Report displays all recorded business expenses.

Examples include:

* Rent

* Utilities

* Supplies

* Advertising

* Inventory

* Equipment

* Software

* Insurance

* Professional services

Recurring Expenses that are automatically posted also appear in this report.

Report Totals

At the bottom of each report, Peach Suite Pro calculates totals for the selected period.

These totals are used throughout the platform, including:

* Business Summary

* Daily Briefing

* Coach Peach

* Financial Dashboards

Using Reports

Review your reports regularly to answer questions such as:

* Is revenue increasing?

* Are expenses under control?

* Which categories cost the most?

* How profitable was this month?

* Are there unusual spending patterns?

Consistent review helps you make informed business decisions.

Coach Peach Integration

Coach Peach uses report information to identify business trends and may alert you to:

* Increased expenses

* Declining revenue

* Strong sales periods

* Seasonal patterns

* Opportunities for improvement

Tips

* Review reports weekly and monthly.

* Compare current periods with previous periods.

* Verify that all income and expenses have been recorded.

* Investigate unusual increases or decreases.

Why Use Financial Reports?

Financial reports transform your daily transactions into meaningful business information. Reviewing them regularly helps you understand your business, plan for the future, and make confident financial decisions.