net worth

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Sam

04 Oct, 2025 12:42 PM

Is there a way to view Net Worth for a specific date? Thank you.

  1. 1 Posted by dwg on 04 Oct, 2025 12:48 PM

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    The Net Worth report, set a specific date in the parameters

  2. 2 Posted by Sam Clarke on 04 Oct, 2025 03:35 PM

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    Thank you!  I'm still learning ...

    Sam

    Do unto those downstream as you would have those upstream do unto you.-- Wendell Berry

        On Saturday, October 4, 2025 at 08:48:30 AM EDT, dwg <[email blocked]> wrote:
     
       
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  3. 3 Posted by Sam Clarke on 05 Oct, 2025 01:24 PM

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    I tried that several times, and it said my net worth was over $300,000,000!  In my dreams.

    Sam

    Do unto those downstream as you would have those upstream do unto you.-- Wendell Berry

        On Saturday, October 4, 2025 at 08:48:30 AM EDT, dwg <[email blocked]> wrote:
     
       
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  4. 4 Posted by dwg on 05 Oct, 2025 10:06 PM

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    Moneydance can only report based on the data. If there is rubblish being reported it indicates that something is set wrong.

    It is unlikely to be all the transactions, so need to look outside that. Typical things are the base currency has been changed, there are some incorrect exchange rates posted.

    Currency is one of the bigger causes for such problems.

  5. 5 Posted by Sam Clarke on 06 Oct, 2025 12:54 AM

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    I'll look into it.P.S. I assume you meant 'bigger' problems.

    Sam

    Do unto those downstream as you would have those upstream do unto you.-- Wendell Berry

        On Sunday, October 5, 2025 at 06:06:37 PM EDT, dwg <[email blocked]> wrote:
     
       
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  6. 6 Posted by dwg on 06 Oct, 2025 01:11 AM

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    Yes that was a typo, since corrected.

    Typing is not one of my strengths :)

  7. Maddy closed this discussion on 16 Oct, 2025 01:19 PM.

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