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Transaction Saved Search for Account Balances not showing signage

edited Jun 2, 2025 2:25PM in Ask A Guru 4 comments

I have created a transaction saved search. I am trying to get certain GL Account Balances to then by used in a KPI scorecard.

I created a criteria with Posting es and certain account names across Expense and Income Accounts (EBITDA). The result is a summed Amount number.

The saved search is pulling through the correct accounts and balances but not the signage.

e.g. Account X value is $100 and and Y is -$50. System is pulling both through as Positive.

How do I bring the Actual balances with correct signage?

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