Budget Planning > Running Budget Plan Reports > Running Account Budget Plan Reports

Running the Account Budget Plan Report

The Account Budget Plan report generates a list of fixed or revolving account budget plans. The report includes a summary of the outstanding budget plan balances, the number of payments due, and the average monthly income generated from budget plan payments.

Sample Report

To run the Account Budget Plan report:

1. Select Reports > Accounting > Budget Plan Reports > Account. The Output Options window is displayed.

2. Select the output option and click OK. The Account Budget Plan Report Setup window is displayed.

3. Select an option:

4. To restrict the report to a specific account user code:Type it in the Include field.

5. To exclude a specific account user code:Type it in the Exclude field.

6. To restrict the report to a specific set of accounts:Select the starting and ending account numbers from the drop-down lists.

7. To restrict the report to account fixed budget plans:Deselect Include Revolving Budget Plans.

8. To restrict the report to account revolving budget plans:Deselect Include Fixed Budget Plans.

4. Click OK.