Documentation Index
Fetch the complete documentation index at: https://help.kneadapp.co/llms.txt
Use this file to discover all available pages before exploring further.
Overview
Your Profit & Loss (P&L) report is the quickest way to answer “Am I actually making money?” It pulls together the money you’ve received and the money you’ve spent over a period you choose, then shows your net profit at the bottom. It’s built on a cash-basis, which means it counts payments you actually received — not invoices you’ve sent but haven’t been paid for yet.Where to Find Your P&L
Tap P&L in the sidebar to open/reports/profit-loss. The page is titled “Profit & Loss” with the description “Cash-basis revenue, fees, and expenses for the period.”
Choosing a Period
Use the period picker to switch between Month, Quarter, and Year, then pick the specific month or year. Quarters are labeled by their months — Q1 (Jan–Mar), Q2 (Apr–Jun), Q3 (Jul–Sep), and Q4 (Oct–Dec) — so there’s no guessing which quarter is which.Reading the Report
The report rows appear in this order:| Row | What it shows |
|---|---|
| Revenue | Payments received in the period |
| Stripe fees | Processing fees (shown as a negative) |
| Net revenue | Revenue minus fees |
| Cost of goods sold | Direct product costs (COGS categories) |
| Operating expenses | Everything else you spent |
| Total expenses | COGS plus operating expenses |
| Net profit | What’s left — your bottom line |
What “Cash-Basis” Means
Cash-basis accounting counts money when it actually changes hands. So an invoice you sent in March but got paid for in April shows up in April’s P&L — not March’s. This keeps the report tied to the cash that’s really in your account.Good to know: Because the P&L is cash-basis, an unpaid invoice doesn’t count as revenue until the payment lands. That’s why your P&L can differ from the total of invoices you’ve sent.
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