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Columns

The Account level of the budget consists of several columns of information that provide overview of all your Minor Accounts.

Key Column Features

  • Column width can be adjusted by clicking on a column border and dragging to expand or contract the selected column.
    To reset column widths to their defaults, click the Options Menu (...) in the column header row and select Reset.

  • Focus on column details by clicking on a column header title to highlight.

  • Customize which columns are displayed by clicking on the Options Menu (...) and selecting or deselecting items from the list of available columns.


Available Columns

Detail ColumnsDescriptionData TypeOptional
Line NumberEach line in the Account level has a unique Line Number used for referencing, selecting the row, and various other actions.NumberNo
UseEnables or disables (suppresses) a line from being included in the budget. All information on the line is retained but excluded from total fields.CheckboxNo
AccountAssign an Account Number number to an individual Account.NumberNo
NameAssign an Account Name number to an individual Account.TextNo
PageDisplays the page number where this Account appears in the budget report.NumberYes
PercentDisplays the percentage of the total Amount that this Minor Account represents relative to its parent Major Account.TextYes
SubtotalDisplays the Subtotal value of a line.NumberYes
Tax & Fringe (T/F)Displays the value of the applied Tax and Fringes to a line.NumberYes
IncentivesDisplays the value of the applied Incentives to a line.NumberYes
TotalDisplays the value of the applied Total to a line.NumberNo
Options Menu / FlagsAccess the Line Item Columns Menu to toggle columns on or off. Additionally this column displays flags, if they are applied to a line.IconNo

Tip: You can configure your budget to include only the columns relevant to your current phase or workflow. Use the column options menu to keep your view clean and focused.


Variance Comparison Columns

When using the Variance Comparison feature, these additional columns are enabled and available for use:

Detail ColumnsDescriptionData TypeOptional
OriginalIn Variance Comparison Mode, the Original column stores a snapshot of the current values from the Total column, which is used for comparing changes in the budget.NumberYes
VarianceThe Variance column then calculates the difference between Total and Original, helping you track changes over time when using Variance Comparison mode.NumberYes