As you process transactions, the actuals balance of balance sheet accounts is updated. The monthly, quarterly, and yearly totals of income statement accounts are also updated. On the Other Information tab, click Chart of Accounts > Actuals.

This window displays eight years of information for each account: next year, the current fiscal year, and six prior years. This window is not available for heading accounts.

Printing Total Details

Click View Details to print a report of actual total details.

Viewing Posted/Not Posted Transaction Totals

If you require transactions to be posted, you can view the totals of all transactions (whether they have been posted or not). Select Include Totals of Transactions Not Posted. To view only the totals of posted transactions, clear this option.