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Account Level: Overview​

The Account level is the middle layer of every budget — one major account opened up, with one row per sub-account beneath it. Where the Topsheet shows departments, the Account level shows how a department breaks down; drill once more and you're in the line items themselves.

Getting here​

Double-click any account on the Topsheet (or right-click → Down to Account, press Ctrl/⌘ + ↓, or use View → Drill Down). A colored header band above the grid shows exactly where you are — the major's number and name — and the Topsheet / Account breadcrumb buttons at the top track your level.

Moving around:

  • Ctrl/⌘ + ↓ drills into the selected sub-account's line items; double-clicking a row number does the same.
  • Ctrl/⌘ + ↑ (or T) returns to the Topsheet.
  • Ctrl/⌘ + → and ← jump to the next or previous major account without surfacing at the Topsheet — the fastest way to walk a budget department by department.
  • Right-click offers Up to Topsheet and Down to Line Details; the Navigator tracks along with you.

What you're looking at​

Each row is a sub-account: its number, name, and live rolled-up totals — Subtotal, T & F, Incentives, and Total — aggregated from the line items beneath it. The Use checkbox, Lock padlock, and flag chip work just as they do on the Topsheet. A partially filled Use box means some, but not all, of the line items below are suppressed.

Optional columns (via the ⋮ column menu, or hidden by default): Page, % — each sub-account's share measured against the whole budget's total, not just this major — plus Original and Variance when Show Variance Comparison is on. Line, Use, Account, and Name can't be hidden; Reset restores default widths.

The grid ends with a single read-only Total row summing the major. (The full Tax & Fringe / Gross / Net summary stack lives on the Topsheet only.) Dividers — gray spacer rows — are the one structure row available here; Production Totals and Budget Adjustments are Topsheet-only.

Editing basics​

  • The Edit Mode switch governs the level: with it off, everything is read-only and the right-click menu is unavailable ("Edit Mode is Off — Turn on Edit Mode to make changes to the budget.").
  • If the major is locked, the whole page is read-only until it's unlocked from the Topsheet or the Navigator ("This Account is Locked").
  • Rows can be dragged to reorder sub-accounts (never below the Total row).
  • Selecting rows feeds the Heads Up Display and the Sidebar's Selected Total with the aggregate fringes, incentives, tags, and totals of your selection.
  • Everything is undoable with Ctrl/⌘ Z (redo Ctrl/⌘ Y).

For inserting, numbering, duplicating, suppressing, locking, and flagging sub-accounts, see Working with Accounts.

Special cases​

  • Compare Mode — the header cards follow you down from the Topsheet, and the grid gains Compare 1 / Compare 2 and Variance columns matched sub-account by sub-account; accounts that exist only in a compare budget are appended read-only below. Editing is disabled until you Close Compare.
  • Filter Budget — sub-accounts with no matching lines are hidden and every total shows the filtered amount.
  • Shared budgets — a presence column appears when a collaborator is working in the same account ("Another user is working in this account").