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FAQ: How can I display Notes from my Operational Budget in my budget book?

Notes from your Operational Budget can also be included in your Budget Book Financial Schedule Tables. Learn more about customizing Financial Schedule Tables in this article: Digital Budget Book - Edit Financial Page Settings.

To add Notes to your Financial Schedule Tables, follow these steps:

You can click on the image above to zoom in.
  1. From either the Universal Page Settings or from a budget book page, configure the Schedule Configuration. Note: if you are making the change from a budget book page, hover over the schedule configuration table with your cursor, then select Options > Configure. 
  2. Open the Columns menu by selecting Columns on the right side of the screen.
  3. Select the checkbox to the left of the Notes column.
  4. Toggle Show Account Details on.
  5. Select the Save Configuration button to save your changes. When you navigate back to the Financial Schedule Table in question, you will see the Notes.



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