See if anything posted to Balance Sheet Nominal Account in a month

Is there a way in QF to see if any transactions have been posted to a balance sheet category (nominal account)?

The reason I ask is that we use QF mainly for P&L and the balance sheet we just do offline by ourselves. Sometimes though I notice transaction categorised under balance sheet nominal accounts and just looking for an easy way to find them rather than click on each balance sheet category and see if transaction has been posted there or not?

Hi @darrell_j_freeman

As the balance sheet is a report as at a particular date (rather than a date range), this report alone won’t show this. However, there are a few options:

  • You could view the chart of accounts report for a particular month, which will either show 0.00 or hide the nominal code (depending on your settings).

  • You can view a Trial Balance, which would be similar to a balance sheet, but has an opening and closing balance, and the changes in a period. Again, this period could be the month you’re querying.

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