Balance Sheet [Budget Analysis] report

This report compares your balance sheet at the end of the selected month with your budgeted balance sheet for that month.

The figures in this report can be calculated on a cash or accrual basis.

Report details

Filters

Advanced:

Selected Period

Report Level

Fiscal Year: This Year / Next Year

Report Basis - Cash/Accrual

Subtotals / Totals

Subtotals: Liabilities, Equity

Totals: Assets, Liability & Equity

Finishing Choices

Include 0.00 Balances

Separate Pages

Rounding

Include Account Numbers

Add to Reports Menu

Prevent Data Changes During Report Generation

Include Company Name

Include Company Address

Include Report Date and Time

View transaction source

Click an account name to open the Edit Accounts window. Click Selected Period (accrual basis reports only) to open the Find Transactions window. Click a Budgeted amount (accrual basis reports only) to open the History and Budgets window.

View sample

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