Aly
03/28/2025, 10:37 AMCeligo AI
03/28/2025, 10:37 AMAI generated answer (using internal Slack threads):To see each month separately when running a budget saved search, you can use the budgeting income statement with columns by period. This will allow you to see the budget breakdown for each period per account, rather than the total per year per account. Here's how you can do it: 1. Navigate to Reports > Financial > Budgeting Income Statement. 2. Set the date range for the report. 3. In the "Columns" section, select "Periods" from the drop-down menu. 4. Click "Refresh" to update the report. This will give you a breakdown of the budget for each period within the specified date range. Please note that saved searches for budgets can be quite limited in their functionality, and may not provide the level of detail you're looking for. The budgeting income statement, on the other hand, is designed specifically for this purpose and should give you the information you need. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
03/28/2025, 10:37 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
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Slack thread 2: here (available only if the original thread was posted in the last 90 days)
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Slack thread 3: here (available only if the original thread was posted in the last 90 days)
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Celigo AI
03/28/2025, 10:37 AM