Enable Budget display at Chart of Account

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Posted on by sweelian

Bu default, Chart of account displaying list of account code with net balance amount. How do we enable display of budget amount in this same page at Chart of account or at account card.

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Zumiic 60 on at

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It would be a lot easier by creating Account Schedule (soon to be named Financial reporting).

As budgets can be more than one, how would You determine which one to show in CoA - would need to make additional setup of default budget code.

In account schedules You can create accounts as rows, and make your own columns - where one column is net balance, and other one is budget net balance.
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IB-29041624-0 1,191 Moderator on at

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Totally agree with Zumiic .

You should use account schedules for this purpose.

Functionality there will be improved in the 2022 Release wave 2.

You can also use this G/L Balance budget view available from chart of accounts.
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Steven Renders 5,698 Moderator on at

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Account Shedules are indeed a nice solution.

An alternative would be to develop a Power BI report, showing the budget per account + details, and then embed the report in the account list/card.
sweelian 75 on at

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Account schedule able to display Budget Vs Actual ledger. I will explore further into Power BI. Thank you for the suggestion.