Displaying budget information in the Trial Balance window

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Warning

Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

Trial Balance CS

  1. Choose Tasks > Trial Balance.
  2. Choose Edit > View Maintenance.
  3. In the View Maintenance dialog, highlight the view description you wish to modify and then click the Edit button.
  4. Highlight Budget in the Columns Available pane and click the Select button to move it to the Columns Selected pane.
  5. Click the Enter button to save the change, and then click the Done button to return to the Trial Balance window. The Budget column now appears in the Trial Balance window.

See also: Using budgets for CSA clients

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