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MB iHelp – Budget Reports

The Main Budget Report

  1. Select Report
  2. Select the action for the report
  3. Select the budget year and then the date parameters will appear

The Transaction Reports

  1. Select Report
  2. For this report, Drag the desired Category to the right box
  3. Drop the Accounts in to the Accounts for Reports box
  4. To remove accounts from this report, drag and drop them from the white box to the trash can.
  5. Select the action for the report
  6. Select the budget year and then the date parameters will appear.

 

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