Account Details Report

Overview

This page displays plan details per account for a given report line.
The report will typically include transactions produced by multiple input modules.

• Account:
  The account of the planned transaction.

• Plan this year ("2021" in the example):
  This year's total, i.e. the sum of the periodic values for the year in question, actuals year to date + plan rest of year.

• Periods ("Jan 21 - Dec 21" in the example):
  The periodic values. Note that for the forecast process, the current years periods are comprised of actual periods and plan periods. A red vertical line indicates the cut off between actuals and plan.