Hi Susan,

The field 'Current Balance (FY)' is the one you need to have on this grid to have the balance recalculate based on the selected fiscal period and/or year. If the field you have selected is simply the 'Current Balance', then this will display the current balance with those future transactions and not change based on the selected fiscal year/period.

Perhaps use the column editor to reset the grid - the one you want is part of the default grid layout.

If you View the bank GL account, the same functionality exists where you can select a fiscal period/year and the balance as of that period is displayed at the bottom of the screen. Does this work for you? There are no grid settings or chance of selecting an incorrect field - it simply works as is. If this works for you, then the problem you are having has to do with the selected columns for the grid.

Let us know how it goes.