Balance sheet and income statement reports

In bexio you can have your balance sheet and income statement displayed including a comparison with the previous year and print these out.

If you want to change your chart of accounts, you can find more information on how to do so under "Managing account groups and the chart of accounts".


Comparison with previous year

To find out how to create the comparison with the previous year for the balance sheet and income statement, watch the following video which uses a balance sheet as an example.


Once you have entered figures into your accounts for the past and current year, the system immediately calculates the percentage by which the figures have changed. If no amount is available for one year, "n.a." (not available) is displayed.

PDF export

You have the option of exporting your balance sheet and income statement in PDF, Excel and CSV format. You can find these options in the upper-right corner.

Only opening postings (balance sheet)

In the balance sheet, you can select the appropriate option in the filter options to take into account only the opening postings.

5-level income statement

bexio displays your income statement using five levels. That way you can simply take your key figures from the statement.

Gross profit: most important bottom line figure, particularly for commercial undertakings

EBITDA (earnings before interest, taxes, depreciation and amortization): important bottom-line figure, used primarily by small enterprises as a reconciliation of earnings (mean value method) and also referred to as operating cash flow (approximation of earnings/cash flow)

EBIT (earnings before interest and taxes): now also a standard value at SMEs

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