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On the checkbook screen, click the
button. The button is just above the Transaction Detail box in the lower-left area of the screen. A
list of all Expense and Internal accounts with the current balances will appear. If an internal
account has a NEGATIVE balance or an expense account is over budget, the amount will appear red in
the balance column. See example below. - Double-click the AMOUNT in the TOTAL column to view a list of transactions posted to an account during the current fiscal year.
- Balances can also be viewed when entering a transaction such as a check or deposit. Click the same button to view balances for accounts that appear in the transaction detail. After a detail line has been added to the transaction, the balance list will show the account balance accounting for the detail line just added to the transaction.
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To close the balance box, click the VIEW ACCT BALANCES button again or
button in
the upper right corner.
