Planned upgrade changes – Budget report “Default Account” option

Has the Budget Balances report been a bummer? We hear you, and we’re making it better!

In 6.0.7, we’ve added an option to run the Budget Balances report for only your clients’ default accounts—simply check “Default Account” before running the report.

Leave the option unchecked to continue running the budget report for your clients’ totals across all their accounts.

Which upgrade change are you most excited about? Let me know in the comments!

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