1. When you start Setup Assumptions -> Select an Account from the list -> pls make sure you select the top account/All_


2. Click on User:**** -> Edit Report -> Options


3. Set Report Slicer -> any GL segments, select None -> LineItem & Version should both be None -> TimeDataView should be Periodic


4. Double click to add the account you want


5. Then click on Refresh


6. Here is an example: they want Bank account(from budget) use account 1050's budget with the same period, but only 55% for Jan, 103% for Feb, etc. Click Send button to start the calculation. You can click on Hide Design to save this.