Displaying the Budget column in the Trial Balance report

Alerts and notices
Leave feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

  1. Choose File > Print Reports.
  2. In the Print dialog, double-click Trial Balance on the Reports tab to move it to the Selected pane, and then click the Options button.
  3. In the Trial Balance Report Options dialog, mark the Budget checkbox in the Amounts group box.
  4. Click the OK button to save your changes and return to the Print dialog.
  5. Click the Preview button to verify that the Budget column now appears on the report.

See also: Using budgets for CSA clients

Top of page

Share This