User Support Forum

If i mark a transaction as "year-end", i see that you have the option of including it when printing a balance sheet or Income and Expense statement for the last month of the year. Are year-end transactions automatically included in the budget report? Is there a way to not get them to be included?

danette wrote:If i mark a transaction as "year-end", i see that you have the option of including it when printing a balance sheet or Income and Expense statement for the last month of the year. Are year-end transactions automatically included in the budget report? Is there a way to not get them to be included?

Just wondering, what version of PCPlus are you running ???

Just upgraded to version 11.

danette wrote:Just upgraded to version 11.

On most of the reports where you can include year-end transactions, you must select to include them from the report criteria screen.

I'm not finding "year end transactions" as a choice in version 11, neither on Enter Transactions nor on the reports.

In version 10.4, you could create a budget report with "year end transactions" by using the Income and Expense report, and selecting the columns to be Yearly Budget, and Budget Difference, and including "year end transactions".

However, I don't see these in version 11.

It only appears when you are running a report or entering a transaction in the last month of your accounting year.