Budget Trial Balance Report

Review your general ledger budget account balances and activity for a specific currency. You can run this report for balances and activity entered in your ledger currency, a foreign currency or STAT, or translated to a foreign currency.

General Ledger prints a page for each balancing segment value and lists your accounts in ascending order by account segment value. General Ledger reports debits as positive amounts and credits as negative amounts.

Parameters

When you request this report, General Ledger prompts you to enter the following:

Budget: Choose the name of the budget for your report.

Ledger: Choose a ledger or reporting currency that is assigned to the Budget.

To view translated budget balances, choose the Balance-level reporting currency that was used as the target ledger during budget translation.

Currency Type: Choose Total, Entered, or STAT as follows:

Entered Currency: If you chose the Entered Currency Type, choose a currency that was used to enter budget balances.

From/To Period: Choose the accounting period range for your report.

Report Titles

The title of the report changes depending on the Currency Type specified as follows:

Selected Headings

Refer to the selected heading descriptions below for additional information.

Description: description of the account segment value associated with each account. If your account segment value has expired or been disabled, General Ledger prints asterisks instead of the description.

Account: a line for each account for which a budget balance exists.

Account Type: one of the following account types for each detail account: Asset, Liability, Owner's Equity, Revenue or Expense.

The account type is determined by the account segment of the account.