Fields in the History and Budgets window

Fields
History and Budgets window

Account Name
This field displays the name of the detail account you selected in the Edit Accounts window.

List of historical balances
The list displays previous balances for this account. For asset, liability and equity accounts, these amounts are period-end balances; for income, cost of sales, expense, other income and other expense accounts, these amounts are the total value of each account's transaction activity.

This list is for your information only; use it to help set up your current budgets.

Budget column
Enter budget amounts for each month in this column. The amount you enter should be the expected activity for each month.

Be sure you properly indicate whether the amounts in this column should be positive or negative. "Positive" and "negative" may appear to mean the opposite of what you expect; for example, if you enter $100 for an expense account, you're indicating that you expect this account to cost you $100 for the month.

You can also use the Budget Shortcuts window (opened by clicking the Shortcuts button) to enter amounts in this column.

Shortcuts button
Click this button to open the Budget Shortcuts window, where you can quickly set budget amounts for all months in the current fiscal year.

OK button
Click this button to accept your entries and close the window.