Viewing Your Account Balances

May 10, 2018


You can view today’s balances in each of your accounts on the Accounting Home page.  You can go back to the Home page any time by clicking “Accounting” in the top product bar.


You can also view your full list of accounts under Reports > Accounting > Financial Reports > Account Balances.  By default, the balance as of today’s date will display.  You can select a different date, if needed.  Your Accounting Basis viewing options will depend on your current accounting basis set up, which accounts you want to view, and how you want the money to be displayed.  Enter the date and click “Run Report.”

If you need to manually change the balance in an asset account, you can enter a deposit or withdrawal.

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