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Viewing Graphs in Inquiry

Graphs compare balances for the account or account heading based on actual amounts, budget amounts, or last year's amounts for the months selected.

You can print graphs or save them as images to use in other documents or e-mail as attachments.

  1. Under Run Inquiries, select the Inquiry Type tab.
  2. In the drop-down list, select Account Inquiry and click Go .
  3. Select the Month and Year you want to view transactions for.
  4. On the Accounts or Headings tabs, select the appropriate options, including setting filters if desired.
  5. Click Graph.
  6. Customize your graph as necessary.
  7. Enter a Report Title.
  8. Click Print to print your graph, or Save to save it.