View financial information in a matrix (change column groups)

Learn how to manage your budgets using the Budget menu in Financial Statements. You'll see how budgets are displayed in the Budgets menu, allowing you to easily switch and adjust the budget data shown in your statement.

Learn how to map accounts to any new or updated groups in your financial statements, to make sure they display correctly in the grid.

Learn how to set up your trial balance statement and check end-of-period balances, total balances for Balance Sheet accounts, year-to-date balances for Profit and Loss accounts, and Retained Earnings excluding current-year Profit and Loss movements.

If you have permission to customize statements, you can design your own version of a Profit and Loss statement and Balance Sheet statement by defining the columns that they contain, giving you much greater flexibility in the layout and analysis capabilities.