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The Budget column is used to show budget amounts coming from Import Budget from CSV and can even be filtered by date.

Follow these steps to add a budget column.

  1. A new row will be available in the grid section.
  2. In the Column Description field, enter the name you would like to call the column. The value entered in this field may show on your financial report, granted the caption for that column is set to Column Header.  This is discussed more on How to Add Description Title Row.
  3. In the Caption field, select the type of caption you want for the column. This is discussed more on How to Add Description Title Row.
  4. In the Column Type field, select Budget.
  5. In the Filter Type field, select a date filter for the column. This is discussed more on How Filter Type works.
  6. Leave the Related Columns field blank.
  7. Leave the Segment Used field blank.
  8. In the Budget Code field, select from the budget codes imported. The selected budget code here will be used for this specific column. 
  9. The Start and End Date fields are to be used only on column that has Filter Type of Custom. This is discussed more on How Filter Type works.
  10. In the Width field, set it to your desired column width. By default it is set to 160 pixels, which is approximately 1 1/4 inches.
  11. In the Alignment field, set how the value for the column be displayed.
    • Select Center if you want it Centered
    • Select Left if you want it Left Aligned
    • Select Right if you want it Right aligned
  12. In the Format field, assign how the numbers be shown in the column. Will it have decimals, money sign or in percentage format.
  13. Leave the Hidden checkbox unchecked. See How Hidden checkbox works when enabled.

This is how Budget column will look like when you follow the above steps.

This is how it will be shown when you print your financial report with this column type.

The Budget column is used to show budget amounts coming from Import Budget from CSV and can even be filtered by date. Follow the steps below to add a budget column.

  1. A new row will be available in the grid section.
  2. In the Column Header field, enter the name you would like to call the column. The value entered in this field may show on your financial report, granted the caption for that column is set to Column Header.  This is discussed more on How to Add Description Title Row.
  3. In the Caption field, select the type of caption you want for the column. This is discussed more on How to Add Description Title Row.
  4. In the Column Type field, select Budget.
  5. In the Filter Type field, select a date filter for the column.
  6. Leave the Related Columns field blank.
  7. Leave the Segment Used field blank.
  8. In the Budget Code field, select from the budget codes imported. The selected budget code here will be used for this specific column. 
  9. The Start and End Date fields are to be used only on column that has Filter Type of Custom. This is discussed more on Filter Type - Custom.
  10. In the Width field, set it to your desired column width. By default it is set to 160 pixels, which is approximately 1 1/4 inches.
  11. In the Alignment field, set how the value for the column be displayed.
    • Select Center if you want it Centered
    • Select Left if you want it Left Aligned
    • Select Right if you want it Right aligned
  12. In the Format field, assign how the numbers be shown in the column. Will it have decimals, money sign or in percentage format.
  13. Leave the Hidden checkbox unchecked. See How Hidden checkbox works when enabled.

This is how Budget column will look like when you follow the above steps.

This is how it will be shown when you print your financial report with this column type.

 

 

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