Working with the layout editor on new financial reports

Change the way accounts are grouped on financial reports, or create and edit formulas and custom columns using the report layout editor.

  • Move or rename account groups (lines on the report).
  • Move accounts into new groups and subgroups.
  • Automatically move an account or group to another group if the balance is negative (switch rules).
  • Add your own formulas.
  • Add comparison columns for a date, tracking, or your own formula.
  • Compare budget versus actual results (Income Statement only).