The Checkbook widget displays a checkbook based on budget and actual posted activity.


Select a GL Code and add it o the list. All budgets and activity for GL Codes in the list will be included in the widget view on the dashboard. Type in a title for this checkbook widget. Doing so is useful when multiple checkbooks are displayed.



Budget Types


The following are four budget types used in this widget:

  • Sliding Ceiling - The budget can float down based on the ratio of actual to budgeted Sales. The budget cannot float above the budgeted number
  • Sliding Floor - The budget can float up based on the ratio of actual to budgeted Sales. The budget cannot float below the budgeted number
  • Sliding Open - The budget can float both up and down based on the ratio of actual to budgeted Sales
  • Straight - The budget does not float. It is locked to the budgeted number