Docs rushflow.org ↗ Start free

How to close your financial year

Web Updated Aug 2026

Closing the year makes this year’s profit part of your accumulated earnings and draws a line under the books. RushFlow’s Year-End Close posts a closing entry dated year-end that zeroes every income and expense account into retained earnings, and can lock the period so the closed year can’t be quietly changed.

Step by step

  1. Open Year-End CloseWeb: Accounting → Year-End Close.
  2. Choose the yearEnter the year to close and decide whether to lock the period (recommended and on by default).
  3. Close itConfirm — RushFlow posts the closing entry (reporting the net income/loss moved to retained earnings) and, if chosen, locks the year. The Closed years list records what’s been closed.

Safe and reversible-aware

Closing is idempotent — closing an already-closed year does nothing — and the closing entry is tagged so your P&L excludes it while the trial balance and balance sheet include it. Locking is handled through financial period locks.

The action is recorded in the audit log.

Frequently asked questions

How do I close my financial year?

Use Year-End Close: enter the year, choose to lock it, and confirm. RushFlow posts a closing entry that moves net profit into retained earnings and can lock the period so it can’t be changed.

Ready to run your business on RushFlow?

Start a free trial, or explore the live demo — no credit card needed.

Create your account →