The Balance Sheet Tab in Scenarios

Written by Ross MacLeod

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The Scenario Builder is divided into four tabs: Workings, Profit & Loss, Balance Sheet and Cashflow. The Balance Sheet tab offers a compartmentalised view. Selecting the Balance Sheet tab will display a breakdown of all Balance Sheet accounts which contain data (either forecast or actual) within the dates selected to view.

Unlike the Workings Tab, you’ll only¬†find Balance Sheet Chart of Account lines. You’ll also only see displayed nominal codes which contain data for the date range selected. As in the Workings Tab, Forecast items can be displayed expanded or contracted on a line-by-line basis. You may also export the data contained within the Balance Sheet tab to PDF. This will export any Assumptions which have been entered first and then all Balance Sheet data for the date range selected.

Example Balance Sheet Tab

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Selecting the Balance Sheet Tab

If the Balance Sheet Tab is not selected, click ‘Balance Sheet’ to select it.