Use the Format Editor to reshape how an accurate statement reads — its order, labels, grouping, and subtotals — for management, board, or reporting use.
It changes presentation only. It does not change accounts, posted data, or how actuals are stored.
The editor lives on Data Setup > Accounts; the statement selector chooses Income Statement, Balance Sheet, or Cash Flow.
What you are editing
The editor controls the displayed row list for the statement:
- Order - where rows and groups appear
- Label - how a row is named on the finished statement
- Visibility - whether the row is shown in this layout
- Custom rows - calculated lines or presentation-only rows you add on top of the default structure
- Templates - saved layouts you can apply again later
This is the statement's presentation layer: it controls labels, order, grouping, and subtotals while the underlying accounts and balances stay exactly as they are. Rename a line when the presentation label should differ from the underlying account name, and add a custom row when you need a calculated line or a presentation-only heading that has no account in the raw chart.
Templates and saves
- Apply Template starts from an existing layout that is close to what you need.
- Save changes updates the current layout in place.
- Save as New Template... keeps the current layout intact and stores your version as a new, reusable one.
- Update Template (when you started from a user-created template) saves back to that template.
If other people already rely on the current layout, save as a new template before major experimentation.
Verify the result
After saving, reopen the statement in Analysis and confirm the order, labels, and hidden lines read the way you intended, and that subtotals and totals still land where you expect. Then open any report that uses the statement to confirm the presentation holds downstream.
Watch out for
- Renaming or hiding a row does not fix a chart-of-accounts or data problem underneath it. Fix the source instead.
- A custom row changes only the layout; the underlying accounts stay the same.