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Right Click Menu Actions

The following actions are available at the Accounts level of the budget and can be accessed via the right-click menu:

Up to Topsheet Click to navigate directly to the Topsheet level.

Right Click Menu - Account LevelRight Click Menu - Account Level

Down to Details Click to navigate to the selected Details account within this account.

Flag Line Assign a colored flag to help organize and identify lines at a glance.

Cut Cuts the selected item(s) and stores them on the clipboard for pasting.

Copy Copies the selected item(s) and stores them on the clipboard for pasting.

Paste Pastes the last cut or copied item(s), or a selection from the Clipboard Manager, into the budget.

Duplicate Account Duplicates the selected Account and adds a full copy into this account.

Suppress Account(s) Suppresses or disables the selected Account(s) in the budget without deleting it. Suppressed accounts are visually muted and excluded from totals.

Apply Batch Fringes Launches the Apply Batch Fringes tool to quickly apply Tax and Fringes across multiple sub-accounts at once.

Apply Batch Incentives Launches the Apply Batch Incentives tool to quickly apply Incentives across multiple sub-accounts at once.

Insert New Account Adds a new Account into the budget in the selected location.

Insert Divider Adds a divider line to organize the budget into sections.

Delete Account Deletes the selected account(s) from the budget.