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Insert Dropdown Menu Fields in the 12 Month Income Statement

Insert Dropdown Menu Fields in the 12 Month Income Statement

Aug 6th, 2022

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How to Insert Dropdown Menu Fields in the 12 Month Income Statement

4.6 out of 5

46 votes

A Sage 50 user requested guidance on adding a full-year budget column to the standard income budget statement for clearer goal tracking. The existing report includes columns for current month and year-to-date actuals and budgets, but lacks a full-year overview. Since Sage 50 Premium and Quantum allow for multiple budgets, a workaround exists. To implement this, the user should navigate to the "Maintain" menu, select "Budgets," and create a new budget reflecting the total annual amount across all columns. This approach enables the inclusion of a full-year budget while preserving current month and year-to-date comparisons.

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