Models Formula Reference / Account Balances

Account Balances

References the account balance amounts from your chart of accounts on the Financial Report. You can reference the account balance of any category in the past (actuals) or future (forecasts).

For past months, use x - (n) to reference a number of previous months.

For future months, use x + (n) to reference a number of future months.

Tip

For parent accounts make sure to select the total numbers instead, for example: Account Balance: Total Income