# Financial Ratios **URL:** \ **Category:** Ask the Community\ **Tags:** howto, financial-statements\ **Created:** [December 23, 2020, 8:11pm UTC](https://pug.phocassoftware.com/t/financial-ratios/1775 "2020-12-23T20:11:01Z")\ **Posts on this page:** 9\ **Page:** 1
**Author:** ![mnelson](https://avatars.discourse-cdn.com/v4/letter/m/85e7bf/32.png) [@mnelson](https://pug.phocassoftware.com/u/mnelson)\ **Post date:** [December 23, 2020, 8:11pm UTC](https://pug.phocassoftware.com/t/financial-ratios/1775/1 "2020-12-23T20:11:01Z")
Has anyone had success calculating ratios that use accounts from both P&L and the Balance Sheet? ---
**Author:** ![StuartH](https://sea1.discourse-cdn.com/flex015/user_avatar/pug.phocassoftware.com/stuarth/32/394_2.png) [@StuartH](https://pug.phocassoftware.com/u/StuartH)\ **Post date:** [December 25, 2020, 8:50pm UTC](https://pug.phocassoftware.com/t/financial-ratios/1775/2 "2020-12-25T20:50:16Z")
I used to have a simple debtor days from the sales data and a ledger balance stream. ---
**Author:** ![anon82048367](https://avatars.discourse-cdn.com/v4/letter/a/d26b3c/32.png) [@anon82048367](https://pug.phocassoftware.com/u/anon82048367)\ **Post date:** [January 11, 2021, 4:15am UTC](https://pug.phocassoftware.com/t/financial-ratios/1775/3 "2021-01-11T04:15:37Z")
Hi Do you mean for calculations like Return on Equity as an example? ---
**Author:** ![mnelson](https://avatars.discourse-cdn.com/v4/letter/m/85e7bf/32.png) [@mnelson](https://pug.phocassoftware.com/u/mnelson)\ **Post date:** [January 11, 2021, 12:50pm UTC](https://pug.phocassoftware.com/t/financial-ratios/1775/4 "2021-01-11T12:50:14Z")
Well, the two in particular we’re having trouble calculating are Days Payables and Days Receivables. We think the problem is because it combines data from two different financial sheets (P&L and Balance Sheet,) but we aren’t sure. ---
**Author:** ![anon82048367](https://avatars.discourse-cdn.com/v4/letter/a/d26b3c/32.png) [@anon82048367](https://pug.phocassoftware.com/u/anon82048367)\ **Post date:** [January 11, 2021, 11:04pm UTC](https://pug.phocassoftware.com/t/financial-ratios/1775/5 "2021-01-11T23:04:43Z")
Yes, there are two areas of functionality in financial statement calculations we are currently working on: - The ability to reference groups on other financial statements (e.g. Balance Sheet groups on the P&L). - The ability to annualize a value (such as profit in the RoE calculation) and the ability to divide a value by the number of days in a given period (such as in the days payable outstanding calculation). I hope to have this functionality in place in time for the March release of Phocas. Would you be interested in trialing it once it becomes available? ---
**Author:** ![mnelson](https://avatars.discourse-cdn.com/v4/letter/m/85e7bf/32.png) [@mnelson](https://pug.phocassoftware.com/u/mnelson)\ **Post date:** [January 12, 2021, 12:45pm UTC](https://pug.phocassoftware.com/t/financial-ratios/1775/6 "2021-01-12T12:45:07Z")
We would love to trial it! ---
**Author:** ![anon82048367](https://avatars.discourse-cdn.com/v4/letter/a/d26b3c/32.png) [@anon82048367](https://pug.phocassoftware.com/u/anon82048367)\ **Post date:** [January 14, 2021, 11:53pm UTC](https://pug.phocassoftware.com/t/financial-ratios/1775/7 "2021-01-14T23:53:24Z")
Terrific. Would you mind emailing me on [nick.collett@phocassoftware.com](mailto:nick.collett@phocassoftware.com) so we can discuss further? ---
**Author:** ![kai](https://avatars.discourse-cdn.com/v4/letter/k/cc9497/32.png) [@kai](https://pug.phocassoftware.com/u/kai)\ **Post date:** [October 15, 2021, 8:21pm UTC](https://pug.phocassoftware.com/t/financial-ratios/1775/8 "2021-10-15T20:21:41Z")
I’m having the same issue and would love to trial it too, if possible. Additionally, is it possible to use subcategories in the custom calculations for financial statements? In my case, I need to add back Depreciation (which is split up into G&A Exp & Indirect Manufacturing) for the EBITDA calculation. ---
**Author:** ![anon82048367](https://avatars.discourse-cdn.com/v4/letter/a/d26b3c/32.png) [@anon82048367](https://pug.phocassoftware.com/u/anon82048367)\ **Post date:** [October 24, 2021, 8:46pm UTC](https://pug.phocassoftware.com/t/financial-ratios/1775/9 "2021-10-24T20:46:05Z")
Hi Kai Please could you email me directly ([nick.collett@phocassoftware.com](mailto:nick.collett@phocassoftware.com)) and we can discuss financial ratios and your requirements for custom calculations. Thanks Nick