Subtotal entries show both budget and non-budget lines. We have group budgets on all group headings. but the actual monthly amounts are shown under the Non-Budget line.
How can we have actuals show under Budgeted and the Non-Budget line eliminated?
Income and Expense Report
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Ron Ricklefs
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Income and Expense Report
Ron Ricklefs, Administrator
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Jeff
- Program Development
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If you have entered your budgets on the group level, you need to go to each detail account and change the budget by to tell the program that the account is budgeted by the group.
To do this:
In Maintain Chart of Accounts, find or locate your account your detail account.
Click the budget button next to the fund you are budgeting.
Change the Budget for this Account to "Budget by the group"
This tells the program to treat this account as budgeted and actuals posted to this account will then show in the budgeted subtotal line.
If the budget by is left at "No budget for this account" the program adds the actual for this account into the non-budgeted sub-totals.
To do this:
In Maintain Chart of Accounts, find or locate your account your detail account.
Click the budget button next to the fund you are budgeting.
Change the Budget for this Account to "Budget by the group"
This tells the program to treat this account as budgeted and actuals posted to this account will then show in the budgeted subtotal line.
If the budget by is left at "No budget for this account" the program adds the actual for this account into the non-budgeted sub-totals.