Using Match Fields

How do I make a calculator showing values for just one account?

Starting with Goldenseal accounting software version 3.0, you can set up a calculator in a financial report that shows values that match a specific value. That lets you get values from just one account or just one cost category. In fact, the match field lets you get totals from records that have any type of data in them.

For example, to make a calculator that shows purchases of office supplies and other overhead items for the current year, follow these steps:

1. Choose Calculations from the Options menu, and choose Transactions from the submenu.
2. Click the New button.
3. Type in a name for the calculation.
4. Enter Material Purchases into the Source field.
5. Enter Amount into the Field field.
6. Enter Sum into the Calculation Type field.
7. Enter This Year to Date into the Time Range field.
8. Enter Job Class into the Field Match field.
9. Enter Overhead into the Field Value popup field.
10. Click OK.

You can now add the new calculator to any financial report layout used in the Goldenseal accounting software program.

Click here to return to customizing topics for Goldenseal accounting software.

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