Columns and conversion

Columns per interval

The Columns menu of the toolbar (a table icon; also View ▸ Interval) splits the Income Statement into one column per interval, followed by a Total column. Without columns there is a single Amount column.

Option	Columns	Shortcut
Automatic	Chosen from the length of the period (see below).
No Columns	Just the total.	⌥⌘0
Monthly	Jan 26, Feb 26…	⌥⌘1
Quarterly	Q1 2026, Q2 2026…	⌥⌘2
Yearly	2025, 2026…	⌥⌘3

Automatic picks what reads well:

Length of the period	Columns
Up to a month	None
Up to two years	Monthly
Up to six years	Quarterly
Longer, or All Time	Yearly

The menu’s title always shows what is in effect (Monthly, No Columns…), including what Automatic resolved to.

Good to know:

• Each column is what happened inside that interval. The columns cover the period completely and without overlap, so the columns add up to the Total (with one exception, explained under Market Value below).
• If the period does not start at the beginning of an interval, the first column is a partial one, and the same for the last.
• A very long period with monthly columns can be refused for having too many columns. Choose a coarser interval.
• The Income & Expenses bar chart draws one group of bars per column, so it needs columns to have something to show.

Income Statement only

In the Balance Sheet and Trial Balance the Columns menu is disabled. A Balance Sheet column would be the balance at the end of each interval — a different calculation, which is planned. Meanwhile, the Net Worth Over Time chart shows how the Balance Sheet evolves.

Show amounts

The Amounts menu of the toolbar decides how accounts that hold things other than money — shares, funds, crypto — are shown. It applies to the three reports and their charts.

Option	An account with 10 shares bought at 100 EUR, now worth 125 EUR, shows
At Cost — what you paid	1,000.00 EUR
Market Value in EUR — at current prices	1,250.00 EUR
Units — BTC, shares…	10 ACME

• At Cost answers “how much money did I put in?”. It is the default and the view in which the books balance to zero.
• Market Value in your currency converts everything to your first operating currency using the price directives of your ledger, at the prices of the end of the period. It answers “what is it all worth?”. A commodity with no price stays in its own units.
• Units shows what you actually hold.

With Market Value and columns per interval, each column is valued at the prices of its own end date. Prices move, so in that one case the columns do not add up to the Total.

Tip

If Market Value shows an investment at cost or in its own units, the ledger has no price for it on or before the end of the period. Add one in the editor:

2026-03-31 price ACME  125.00 EUR

The “operating currency” is the one declared in your ledger:

option "operating_currency" "EUR"

If there is none, the Market Value option is not offered.