Compare Two Months Side-by-Side
Comparing two months of financial data helps you identify spending patterns, seasonal trends, and whether your business is moving in the right direction. This recipe walks you through requesting a side-by-side P&L comparison and digging into specific expense categories to understand what changed between periods.
1. Request the comparison
Start by asking Judy to generate a P&L (profit and loss statement) comparison for the two months you want to analyze. This gives you a high-level view of your income, expenses, and profitability side-by-side so you can spot major differences at a glance.
2. Focus on a specific category
Once you've reviewed the overall comparison, dig deeper into the categories that changed the most. This helps you understand whether the differences are expected (seasonal expenses, one-time purchases) or something worth investigating further for your business planning.