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Entering and Viewing Historical/Present Financial Data

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   Company Set Up   Forecast Data   Ranking Report

This screen is used to input the data from the company's financial statements up to the present year. 

Click on picture to view full-size version

To begin entering Financial Data:

  1. You enter a fiscal year. 

  2. Then select the period (month or quarter), if necessary.

Note: You cannot enter Historical/Present Financial Data for any period in the future.

  1. Then enter the financial data. You can use either the Tab key or the Enter key to advance from field to field. You will be prompted if you enter non-numeric data. Any non-numeric data will be converted to zero when the data is saved.

  When you have completed the data entry for the selected period, you may:

  1. Select another period for Historical/Present data

  2. Jump to Forecast Data by clicking on

  3. Go back to the Main Menu by clicking on

  4. Go to the Reports Menu by clicking on

  5. Go to the Company Set Up by clicking on

  6. Display the Help screens by clicking on

  7. The     button is used to save the data entered. 

If you have not saved the data you entered when you close this screen or you choose to go to another period or year, you will see this message:

If the Asset and Liability figures you entered for the Balance Sheet do not balance, you will be warned. Easier Vision® will still save the out of balance figures, but you cannot run reports until you correct the out of balance condition.

Changing Previously Saved Data:

If you change a previous year's saved financial data, you will see a warning asking you to confirm the changes made.

Deleting Data Entry Records:

If need to delete a year's historical/present data, you click You will then select the year whose data you want to delete, then click on . All the historical/present data for that year will be deleted and will not be able to be retrieved.


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