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Account Schedules and 2020 Budget

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I am trying to get my new 2020 budgeted to show on my manually created Account Schedules. But when I run the reports all of the 2020 budget shows up in December of 2019, what needs to be done so when I run the account schedule reports they show up in 2020? I have attached a copy of the account schedule showing the amounts, as you can see December is the December 2019 budget plus all of the 2020 budget. Thanks.

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Teddy Herryanto (Th... 14,284 Super User 2025 Season 2 on at

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When you are doing the Overview on the Account Schedule, there is a field called G/L Budget filter. You can put a filter to Budget Name 2020.

If you don't filter, it will show all the Budget Names.

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John Ray Patajo 837 on at

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Hi Malonzi,

Use Comparison Period Formula and assign FY[*] as shown below.

Please tag this issue resolved.

Thanks.

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TWBlaisdell on at

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Hello,

Thank you for posting on the Forum.

Based on what I am interpreting from the information provided, it would seem that possibly the Accounting Periods have not been setup for the 2020 Fiscal Year. If you go to Accounting Periods, has the Fiscal Year been created for 2020?

Please keep us posted on how it goes.

Best Regards,
Tom

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