Period is a folder, not a global filter

Opening a close month does not change Bank Feed, Review, or Reports. Only pages inside that folder are that month.

QuickstartFor Bookkeepers, Firm staff, Business owners

The habit

A closing-month folder shows that month. Leaving the folder returns you to unscoped pages. If you need a report for August, ask the report for August — do not expect the rest of the product to stay pinned to August.

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