To create a trial balance with multiple previous years balance for comparative purposes, follow the instructions below:
Log in to HandiLedger.
From the Reports menu, click Format Editor.
Click the File menu and then click Open.
Highlight the format with the name TB-CP-W to change, and then click Select.
As the format is not user-defined, you must save it to another name before you can edit it.
Click the File menu and then click Save As.
Type in a new name for the format, change the Layout option to Wide and click OK.
Click Edit.
Click on the Add button under the Columns section.
Enter in the Column properties section, You may need to adjust the width to allow all items to fit on the page:
Name as DR - Prior 2.
Type as Trial Balance Dr.
Year as Minus 2.
Width as 25.
Left margin as 1.
Repeat steps 8 and 9 for the Credit column changing the Dr to Cr in Name and Type.
When all changes have been made, click OK to return to the “Format editor” window.
From the File menu, click Save to save the format, and Close. The modified format should now be available for selection.
Go to Reports on the main menu and click Preferred Reports.
You need to have your set of reports in the Selected Entity tab, If you have not already copied a master report over to the Selected Entity tab please press Copy on the report master required.
On the Reports menu highlight the Comparative Trial Balance.
Click on Edit to change the format to the newly created format.
Click on Select Format and find the newly created format from the list.
Highlight the format and click on Select.
Click on Ok and Close.
Check the Comparative Trial Balance to check the report has the required changes.