How do I access my Balance Sheet update?

Your Balance Sheet update is accessed via the main menu. After selecting Balance Sheet from the main menu, you will need to choose the period, and comparative, that you would like to hear about.

I'm at the main menu, and want to hear about today's balance sheet balances, what do I do from here?

  1. From the main menu, you will say "Balance Sheet".
  2. Tania will then ask "Would you like me to use your balances from today, or use last month's closing balances. Please say today, or say last month."
  3. Say "today".
  4. Tania will then ask "Would you like to hear the balance movements since the end of last month, as well as today's balances?" 
  5. Make your choice, for example, say "yes".
  6. Tania will then begin your commentary.
  7. At the end of the commentary, Tania will ask you "Would you like to listen to another period, or go to the main menu?  Please say another period, or say main menu."

I'm at the main menu, and want to hear my balance sheet balances as at the end of last month, what do I do from here?

  1. From the main menu, you will say "Balance Sheet".
  2. Tania will then ask "Would you like me to use your balances from today, or use last month's closing balances. Please say today, or say last month."
  3. Say "last month".
  4. Tania will then ask "What period would you like to compare against? Please say prior month, last year, or you can say no comparative."  
  5. Say your selection, for example "last year".
  6. Tania will then begin your commentary.
  7. At the end of the commentary, Tania will ask you if you "Would you like to listen to another period, or go to the main menu?  Please say another period, or say main menu."

What happens if I ask for a period that doesn't exist?

If you ask for a period wasn't one of the options given, Tania will tell you what the relevant options are again.  You will not be able to hear your update until you make an available selection.

What happens if I ask for a period that doesn't have any data?

After you make your period and comparative selections, Tania will check to see if you have any balances for that selection.  If there are no balances, Tania will tell you that there is no data available and let you make a different selection.