Statement of Changes in Equity

The Statement of Changes in Equity report in Manager.io gives you a detailed overview of how your business's equity has changed over a specified period. This report reflects all adjustments and movements in equity, providing essential insights into your organization's financial health and ownership value.

Follow these steps to create a new Statement of Changes in Equity:

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How to Create a Statement of Changes in Equity

1. Navigate to Reports

   • In the main menu, click on the Reports tab.

2. Select Statement of Changes in Equity

   • Locate and click on Statement of Changes in Equity from the list of available reports.

3. Create a New Report

   • Click the New Report button to begin generating your statement.
   Statement of Changes in EquityNew Report

4. Configure and View

   • Set your desired period and any applicable options.
   • Click Create or View (as prompted) to generate the report.

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This report will display all changes in your business's equity, such as profits retained, dividends, capital injections, and other relevant movements over the period you choose.

Tip: Regularly reviewing the Statement of Changes in Equity helps you and your stakeholders understand how your decisions impact the financial standing of your business over time.