Income and Expense Report for Transaction Codes

From Analysis, Dashboards, under Income and expense report for the transaction code, review transaction activity across accounts.

Transactions

Review activity associated with the transaction code based on the Transactions filter. Include all transactions to identify specific transaction activity.

Starting Balance

The beginning balance based on post date.

Revenue

Income associated with the transaction code, such as ticket sales or tuition.

Expenses

Money spent on services or products associated with the transaction code, such as office or administration supplies.

Gifts

Income associated with the transaction code, such as donations.

Transfers

Money moved between entities associated with the transaction code.

Net Change

The net change based on income, expenses, and transfers associated with the transaction code.

Ending Balance

The ending balance after transaction activity, based on post date.