How do I use the Statement of Changes in Equity in Xero

Learn the options for changes in equity


Knowledge Base Video

In summary:

  1. We may have provided an automated version
  2. You may need to use a manual version
  3. You may need to copy and paste a worksheet

Option 1 - Insert the statement of changes in equity

  1. Click add report
  2. Find it in "Extra Reports"
  3. Do NOT insert the "Movements in Equity" report
  4. Now you need to add amounts into the relevant cells

Option 2 - Copy and paste your own worksheet

  1. Create your own version and XLSX or GSheets
  2. Click add report
  3. Insert text block
  4. Add name in title - Statement of Changes in Equity
  5. Go back to XLSX or GSheets, highlight and copy and paste
  6. Done