Using the line item detail button in the Budget with Details spreadsheet

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• Printing Details from the Budget with Details Spreadsheet

  Printing Details from the Budget Spreadsheet Printing Details from the Details Tab Click on the Details tab at the bottom of the Budget Spreadsheet. This displays all the details for all Budget codes.   Filter on information needed.  (i.e  Name, ...

• How to update Remaining Balance Dollars in Budget with Details Spreadsheet

  How to update Remaining Balance Dollars in Budget with Details Spreadsheet This document is an example of Remaining Balance column amounts do not match the Year to Date Transaction amount. Example: Remaining Balance column amounts did not match the ...

• Comparing Expenses Month to Month using Budget With Details Tab

  Using the Budget with Details – Details Pivot Table to compare utility bills/staff development costs Month to Month In this example, we will use the Budget with Details spreadsheet to compare utility costs on a month to month basis.   When working ...

• Retrieve Specific Check Numbers in the Budget Spreadsheet

  Retrieving Specific Check Numbers in the Budget Spreadsheet Open the Budget with Details spreadsheet On the settings tab, select the Fiscal Year from the drop down.  Select the Checks by Date Range AP Only Enter your beginning and ending dates. Note ...

• How to create multiple years of data in Budget Details

  How to create multiple years of data in Budget Details Budget Details Pivot Table – Compile details for multiple years  Open Budget – refresh for previous year (Year 2 for this example) Create a column titled Year at the end of the Budget tab data. ...