How to Exclude an Account in Budget vs. Actual Report

Scenario

To remove a line item in the Budget vs. Actual report, users need to customize it by following the steps below.

Solution

1. Go to Reports > Banking/Budgeting > Budget vs. Actual
2. Click Customize button
3. Go to the Edit Layout tab
4. LAYOUT section: Click the Account Type of the account that you want to exclude in the report
5. Account Section: Go to the Section subtab
6. Click the Edit Criteria button
7. Click OK in the confirmation pop-up
8. Under Filter: Add Account Name
9. In the Filter pop-up:  Choose none of then select the Account 
10. Click OK
11. Change the name of the report to your liking
12. Click the Save button