How to: Set Up Account Schedules with Overviews

You can use an account schedule to create a statement comparing general ledger figures and general leger budget figures.

To set up account schedules with overviews

In the Search box, enter Account Schedule, and then choose the related link.
In the Account Schedule window, in the Name field, select the default account schedule name.
On the Actions tab, in the Functions group, choose Insert Accounts.
Select the accounts that you want to include in your statement, and then choose the OK button. The accounts are now inserted into your account schedule. If you want you can also change the column layout.
On the Navigate tab, in the Acc. Sched. group, choose Overview.
On the Dimension Filters FastTab, set the budget filter to the desired filter name.
Choose the OK button.

Now you can copy and paste your budget statement into a spreadsheet.

Tip
For more information about how to work with fields and columns, see Work with Data. For more information about how to find specific pages, see Search.