Financial Reports
It would be useful to delete or add certain accounts when preparing a monthly income statment especially when preparing actual to budget. There are some items, mainly the investment income accounts that are not included in my original budget, therefore are not needed in the statement. Because of this, I have to export the report and delete the line items I do not need instead of running it straight from CSuite which would save a lot of time.
Rhonda Pilkington
shared this idea
Note: If you only prepare a budget for certain funds, filter to those funds and accounts without any activity will not display.
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Rhonda Pilkington
commented
@Holly Spitz, in the case I am referring to, there is activity in the realized/unrealized gains accounts for the specific fund I prepare a budget for however I do not want those accounts shown in the report.