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User Guide : Balance Impact

vimofthevine edited this page Sep 19, 2012 · 4 revisions

After transactions have been imported, the ending balances are calculated. The impact of each estimate on the ending balance can be found in the balance impact window.

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balance impact

For estimates whose actual value is less than the estimated value, the estimated value is used for expected balance calculation.

For estimates whose actual value exceeds the estimated value, the actual value is used for expected balance calculation.

expected amount

Analysis Summary

A summary of all analysis can be found in the analysis window.

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analysis summary

The expected ending balance takes into account expense estimates that have gone over-budget.

expected balance

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