> For the complete documentation index, see [llms.txt](https://www.zerabooks.com/help/llms.txt).

# Financial statements

The Financial Statements page reads profit and loss statements, balance sheets and cash flow statements line by line, and checks every total against the lines it adds up.

## Open a financial statement

Upload PDFs of a profit and loss, balance sheet or cash flow statement on the **Financial Statements** page: click **Upload statements** in the page header, or drop them anywhere on the page. One PDF can hold several statements.

1. In the left navigation, click **Financial Statements**.
2. Pick a document under **Financial Statements** on the left.
3. It opens on the right. The toolbar shows the company name and the number of statements in the document.

![Financial Statements: the balance sheet and income statement read line by line, with their totals checked](https://www.zerabooks.com/help/shots/cv-financial-statements.png)

## What each statement shows

Each statement gets its own section:

- **The heading:** the statement type (Profit and loss, Balance sheet, Cash flow or Financial statement), the company and the statement's title.
- **The date,** as printed: "As of {date}", a date range, "Through {date}" or "From {date}".
- **The basis,** when printed, for example "Accrual basis" or "Cash basis".
- **The lines,** with **Account** and the amount column (named as printed, or **Amount**). Lines are indented by level, and totals are in bold.

## How financial statements are proven

ZeraBooks Convert checks every total against the lines it adds up, and checks the statement's own formulas. On a balance sheet, it also checks that assets equal liabilities plus equity.

The banner at the top gives the result:

| Banner | What it means |
| --- | --- |
| "Every total adds up ✓" (with "; assets = liabilities + equity" for a balance sheet) | Every total checks out. Each statement shows how many totals were checked, for example "12 totals checked ✓". |
| "Needs a look before you download." | A total doesn't match its lines. A line for each one says which total, what the lines come to and what the statement prints. |
| "No totals could be checked in these statements." | There were no totals to check the lines against. |
| "No financial statements were found in this document." | Convert didn't find a financial statement in the PDF. |

A total that doesn't add up is marked with an orange warning triangle.

## Editing

Financial statements can't be edited in Convert. If one was read wrongly, upload a clearer copy of the PDF. See [When a document can't be read](https://www.zerabooks.com/help/convert-documents/when-a-document-cant-be-read).

## Download financial statements

Open the document and click **Download** in its toolbar, then click **Excel** or **CSV**. The file downloads at once, with no dialog. To download several documents in one file, tick them in the list on the left, click **Download n together** at the top of the list, then choose the file type. Financial statements download in the **All details** format: a row for every line of each statement, with the columns Statement, Section, Line, Amount and Total. See [Download your data](https://www.zerabooks.com/help/convert-export/download-your-data).

## Frequently Asked Questions

<details>
<summary>Which financial statements can Convert read?</summary>

Profit and loss statements, balance sheets and cash flow statements, as PDFs up to 50 MB each. One PDF can hold several.
</details>

<details>
<summary>What does Convert check on a balance sheet?</summary>

Every total against the lines it adds up, and that total assets equal liabilities plus equity.
</details>

<details>
<summary>Can I edit a line on a financial statement?</summary>

No. Financial statements can't be edited in Convert. Upload a clearer copy of the PDF if one was read wrongly.
</details>

<details>
<summary>How do I download a financial statement?</summary>

Click **Download** on the document, then **Excel** or **CSV**. For several at once, tick them in the list and click **Download n together**. With **All details**, every line of each statement is a row, with the statement's name in the Statement column.
</details>

<details>
<summary>Does Convert build financial statements from my transactions?</summary>

No. Convert reads financial statements you upload. Building reports from your books is part of the ZeraBooks General Ledger.
</details>

<details>
<summary>What does "No totals could be checked in these statements." mean?</summary>

The statements print no totals to prove their lines against. Compare them with the PDF before you use them.
</details>

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