How to Get "Grand Total" for Sub Accounts?

dhuitema's Avatar

dhuitema

18 Sep, 2009 03:59 PM

I break up a Savings Account (root) into sub accounts. How can I get their (grand) total?

         - The Root Account doesn't show it

         - None of the standard reports I've checked gives it

I'd like to be able to match (reconcile) the total with the bank's balance.

Thanks in advance!

Dick

  1. 1 Posted by Angie Rauscher on 18 Sep, 2009 10:54 PM

    Angie Rauscher's Avatar

    Dick,

    The easiest way is to run the "Account Balances" or "Net Worth" Report. This should provide you with subtotals for each Root account.

    Please let me know if I can be of further assistance, and thank you for your interest in Moneydance.

    Angie Rauscher
    Moneydance Support

  2. Angie Rauscher closed this discussion on 18 Sep, 2009 10:54 PM.

  3. dhuitema re-opened this discussion on 18 Sep, 2009 11:57 PM

  4. 2 Posted by dhuitema on 18 Sep, 2009 11:57 PM

    dhuitema's Avatar

    Angie!

    Sorry about that! I obviously haven't used all the reports... and
    hadn't used these.

    Many thanks!!!

    Dick

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