Analyze Balance Sheet window - Ledger view
Month |
This field displays the month you selected in the Analysis Selection window (Analyze Balance Sheet). If you selected Last Year’s Actuals Only in the Analysis Selection window, this month is from the previous fiscal year. All other selections in the Analysis Selection window display a month in the current fiscal year. |
List of accounts |
The list displays the asset, liability and equity accounts in your chart of accounts. Choose a level with the Up and Down buttons at the bottom of the window to determine the account levels you wish to see in this list. |
List of amounts |
The list displays the amounts associated with each of the accounts in the list on the left side of the window. The amounts that appear in this list depend upon the selections you made in the Analysis Selection window. |
Difference |
The Difference column appears only if you selected Actuals vs. Budgets or This Year vs. Last Year in the Analysis Selection window. The information displays as amounts (if you click the Dollar button below) or percentages (if you click the Percentage button below) and is associated with each of the accounts in the list on the left side of the window. The column displays the difference between Actual and Budget or This Year and Last Year, based on the selection you made in the Analysis Selection window. |
Print button |
Click this button to print one of these reports using the information displayed in the window: Balance Sheet |
Filters button |
Click this button to open to the Analysis Selection window (Analyze Balance Sheet), where you can change the type of information that’s displayed in this window. |
Up and Down buttons |
Click these buttons to indicate the number of account levels you wish to view. |
Ledger button |
Click the Ledger button when you’re in the Graph view to return to the Ledger View. This button appears only if you selected This Year’s Actuals Only, Last Year’s Actuals Only or Budgets Only in the Analysis Selection window. |
Asset button |
Click the Asset button to display a breakdown of your asset accounts in the Graph View. This button appears only if you selected This Year’s Actuals Only, Last Year’s Actuals Only or Budgets Only in the Analysis Selection window. |
Liability button |
Click the Liability button to display a breakdown of your liability accounts in the Graph view. This button appears only if you selected This Year’s Actuals Only, Last Year’s Actuals Only or Budgets Only in the Analysis Selection window. |
Equity button |
Click the Equity button to display a breakdown of your equity accounts in the Graph view. This button appears only if you selected This Year’s Actuals Only, Last Year’s Actuals Only or Budgets Only in the Analysis Selection window. |
Dollar button |
Click the Dollar button to display the difference, in dollars, between the amounts displayed in the list in the top half of the window. This button appears only if you selected Actuals vs. Budgets or This Year vs. Last Year in the Analysis Selection window. |
Percent button |
Click the Percent button to display the difference, as a percentage, between the amounts displayed in the list in the top half of the window. This button appears only if you selected Actuals vs. Budgets or This Year vs. Last Year in the Analysis Selection window. |
Close button |
Click this button to close this window. |
Fields in the Analyze Balance Sheet window - Ledger view