Budget Planning

Question

Hello everyone. I'm looking for some advice please.

I haven't used budgets previously but I'm starting to. I have my 2025 budget based off my 2024 actuals. Under the "Planning" tab, as opposed to reports, I can see good information but the trouble is that I have too many  rows. Most of the rows are zero dollars. I'd like to suppress the rows where there is no data in 2024 or 2025. Is there a quick way to do this? Thanks

niven · Answer

Thanks I'll have a look at that.

Tom Young · Answer

You can do something like this in the Current Budget Report by Customizing the report, going to the Advanced tab and selecting "Non-Zero actual/budgeted" in the Categories drop-down on that page.  That will suppress $0 lines but Planning doesn't have that option.

niven · Answer

thanks, I did this. I was hoping to find a box that said something like "hide all blank rows". But I knuckled down and did it one by one. Thanks for the help