Balance Sheet Analysis Dashboard

Purpose

The Balance Sheet Analysis dashboard gives a balance for asset, liability, and capital G/L accounts. This dashboard displays the balances for account types based on filters selected. A year over year comparison and account detail by account type is also shown.

Details

Choose an Account ID in the Account Detail section to view that account in the Ledger app. The top row of numbers does not filter - it is for the current fiscal month in the current fiscal year.

This dashboard honors user restrictions based on profit center and category.