12/15/23, 2:05 PM

Budget Bytes – GL report across portfolio

Sometimes the question is about one account across every property, such as management fees. Robert shows how the GL Schedule report in Portfolios pulls a single GL across your whole portfolio.

Find more short how-to videos on the Budget Bytes page.

Reporting, Budget Bytes, GL Accounts

Budget Bytes title card: “Compare budget to historical data,” with Robert from Kardin.

A budget number is easier to defend when you can see what the account did in past years. Robert...

Budget Bytes title card: “Bulk import of actuals,” with Robert from Kardin.

Loading actuals into each reforecast by hand is slow and easy to get wrong. Robert shows how to...

Budget Bytes title card: “Add a GL to your chart of accounts,” with Robert from Kardin.

A new expense or income line needs its own GL before you can budget it. Robert shows how to add a...

Budget Bytes – GL report across portfolio

Sometimes the question is about one account across every property, such as management fees. Robert shows how the GL Schedule report in Portfolios pulls a single GL across your whole portfolio.

Related posts

Budget Bytes – Compare budget input to historical data

Budget Bytes – Bulk import of actuals

Budget Bytes – Add new GL to your chart of accounts