Feature
Starting with Goldenseal accounting software version
4.0, bank accounts can include an Available Balance field.
This is calculated from the current balance and the minimum
balance for the account. It shows the amount of available
funds from this account.
Suggested By
User feature request.
How to Use
To add the Available Balance field to an account layout,
follow these steps:
- Choose Custom Layouts from the Options menu, and choose Accounts
from the submenu.
- Enter an account class into the Account popup field at
upper left.
- Click on the Field tool (fourth row left in the tool palette
on the left side of the window).
- Click in the layout, and drag a rectangle where you'd like
the field to appear.
- You'll see a list of optional fields. Choose Available
Balance, then click OK.
- You'll see the new field, the next time you open the window
for that type of account.
To add the Available Balance field to a report,
follow these steps:
- Choose Custom Layouts from the Options
menu, and choose Reports from the submenu.
- Enter Accounts into the Area popup
field at upper left, and enter a bank account
into the Report popup field.
- Click on the report table.
- Choose Add Column to Table from the
Edit menu.
- You'll see a list of report fields.
Choose Available Balance, then click OK.
- You'll see the new data, the next
time you open the report window.
Technical Details
It is very easy for us to add calculated fields like
this. If there's something else you'd want to see in
Goldenseal accounts or other records, just let us know!
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