Can I view the balance of my Expense or Internal Accounts without going to a report


The Account Balance Quick View feature was designed just for this task.

  1. On the checkbook screen, click the View Account Balances button. The button is just above the Transaction Detail box, and below the Transfer button. A list of all accounts with the current balance will appear. If an internal account is in the red or an expense account is over budget, the amount will appear red in the balance column. See the example below.
  2. Double-click on the account balance to see a listing of transactions posted to an account during the current fiscal year.(Only available on NTS versions 5.10 and above.)
  3. Balances can also be viewed when entering a transaction such as a check or deposit. Click the same button to view balances for accounts that appear in the transaction detail. After a detail line has been added to the transaction, the balance list will show the account balance accounting for the detail line just added to the transaction.
  4. To close the balance box, click the small 'X' button in the upper right corner.
Account Balance Quick View Box