Income Account Activity View

Sometimes, it can be helpful to get a closer look at a particular account. The Income Account Activity view can help you see all the transactions and see monthly totals for a particular income account. 

1. There are two ways to access the Income Account Activity view:
   • From the Accounts Tree, click on the + next to the Income option, and then the + next to the appropriate major and minor group to find your account. Click on the account, and then click "Activity" on the right side of the window.
   • From the All Accounts or Income view, either double click on the account you want to view the activity for or click on the account you want to view the activity for then click "Activity" at the bottom of the grid.
2. In the window that appears, you can change which account you want to view by selecting it in the drop list. You can also scroll through your accounts by pressing the up and down arrows to the right of this drop list. If you would prefer to view your accounts in the drop list, sorted by account number instead of name, check the "Search by account number" box.
   • Note that you can only switch between accounts of the type you initially selected.  To see activity for a different account type, close the account activity window and re-open it for the desired account type.
3. The current balance as of today's date will be shown to the right of this drop list.
4. The Income Account Activity window contains two views. The first is the Ledger view. The Ledger view shows all account activity within the selected fiscal year, which you can select in the "Year" drop list. 
5. You can use the search boxes to find specific transactions on this grid using the standard search conventions.
6. The "Type" drop list will let you pick which types of transactions you want to filter by on this grid.
7. If you need to make changes to a transaction on this grid, click on it, and then click the "Edit" button at the bottom of the grid. You can only make changes to a transaction that is within the current or an upcoming fiscal year, has not been cleared through the bank account reconciliation process, and is not a check that has been printed out of the system.
8. The second view available in the Income Account Activity window is the "Monthly totals" grid. This view shows each month of the selected fiscal year, and the total account activity for each month. In the grid, you'll see the Year, Month, Actual (net account activity), Budget, Difference (Actual less Budget) and lines (number of times an account was used in a transaction within the month.)
9. If you want to see all the transactions for a particular month, click on the month you want to view, and then click the "Activity" button at the bottom left corner of the window to be brought back to the ledger view, pre-filtered to the month you had selected.
10. On either view, you can click the "Print" button to get a printout that shows the Monthly totals grid in a printable format.