Why are amounts for hidden foreign currency accounts not showing in the planning budgets tool

Neil K
Neil K Member
I have setup my budget for my UK spending. I have selected only 4 accounts, all of which are separate, hidden accounts in foreign currency. On the planning tool none of the Actuals show up, however in the Budget Report the Actuals do show up.

What am I doing wrong?

Answers

  • Neil K
    Neil K Member
    Budget Tool View
  • Neil K
    Neil K Member
    Budget Report View
  • UKR
    UKR SuperUser ✭✭✭✭✭
    By default, hidden and separate accounts are excluded from the Budget views.
    Click the Budget Actions button, then click Select Accounts and select the desired accounts.
  • Neil K
    Neil K Member
    Thanks but have already done this. The 4 accounts are all hidden accounts so I Went to the Select Accounts feature, and used the check box for the hidden accounts, cleared all accounts and then selected just the 4 I want. This is obviously worked for the report that I attached, but not for the Budget function where no amounts show.

    I need the Budget function to show the same Actual Amounts on the Budget function screen as for the report.
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