Account Balance Graph has unusual spike
In one of my Account Balance graphs, I get a strange downward spike when the balance of the account has not changed (should be straight line). See attached graph image file.
I've attached an image of the graph and transactions along with a test file (TEST ACCOUNT BALANCE.moneydance).
Screenshot_2025-11-03_at_9.41.52_AM.png
Screenshot_2025-11-03_at_9.41.42_AM.png
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1 Posted by markaevans on 03 Nov, 2025 05:47 PM
Adding image showing graph configuration.
2 Posted by markaevans on 03 Nov, 2025 05:49 PM
Graph configuration is as follows:
Date: Custom dates 01/01/2025 to 12/31/2025
Account: TEST
Include Sub-Accounts (unchecked)
Group By: Group By Week
3 Posted by Stuart Beesley ... on 03 Nov, 2025 06:06 PM
What type of account? Is it a foreign (non base) currency or perhaps an investment account?
Group by day.
Get the date
Tools/ currencies or securities. Select the relevant one
Fix the erroneous rate/price for that date.
4 Posted by markaevans on 03 Nov, 2025 06:14 PM
It is an investment account. It uses US dollars. In the example I gave, it gives the spike in Group by Week, but other “Group by” options give a better graph. In the example I gave, all settings are Moneydance defaults since I created an entire new MD file. In my real Moneydance account, the graph has a spike in all “Group by” selections except Group by Day, which looks correct.
5 Posted by Stuart Beesley ... on 03 Nov, 2025 07:08 PM
As I said, try group by day and find the date?
Also, try this for each of its sub-securities and find the one that's spiking.
Support Staff 6 Posted by Maddy on 03 Nov, 2025 09:20 PM
Hi Mark,
We are sorry to hear about the problem you have encountered.
The spike in the graph may indicate an incorrect entry for a security price or currency exchange rate around the date it appears.
--
Maddy, Infinite Kind Support
7 Posted by markaevans on 03 Nov, 2025 09:23 PM
There are no securities in the investment account. Only cash. You can look at the .moneydance example file I attached to the ticket.
Moneydance version 2024.4 (5253)
MacOS 13.7.8
8 Posted by Stuart Beesley ... on 03 Nov, 2025 09:35 PM
Ah. I missed that. Will do.
9 Posted by Stuart Beesley ... on 03 Nov, 2025 10:23 PM
Odd - I loaded your dataset and the graph is correct?
10 Posted by Stuart Beesley ... on 03 Nov, 2025 10:25 PM
Are you sure that dataset generated that same graph? Can you open that dataset and try again?
11 Posted by Stuart Beesley ... on 03 Nov, 2025 10:57 PM
Humor me. In your live dataset launch toolbox extension. Does it pop up any warnings?
12 Posted by markaevans on 04 Nov, 2025 02:24 AM
Does “in your live dataset launch toolbox extension” mean:
- run Moneydance with the file that shows the error
- select the Extensions menu, then “Toolbox”
- see if there are any errors.”
If it means that, here’s what I see from Toolbox (tr;dl I don’t see any errors.) See below.
Also, is there a way to download the file that I uploaded? Otherwise, I have only the one test Moneydance file so there is no other “success” file. I get the same error in my moneydance file that has all of my real data.
Toolbox Output:
FONT USED FOR TOOLBOX OUTPUT/DISPLAY(can be changed): Hack Regular(13)
Moneydance Version / Build: 2024.4 Build: 5253
Moneydance Config file reports: 2024.4
Moneydance updater version to track: stable
LICENSED: (key version: v2024, key status: REGISTERED, isUpgradeable: False)
Moneydance+ License information:
Signup status: none
MD+ keypair date: 11/03/2025 09:28:33(.470) -0800 PST Pacific Standard Time
MD+ Private Key: ****** hidden ****** (length: 4748)
MD+ Public Key: ****** hidden ****** (length: 1100)
Current Dataset: 'TEST ACCOUNT BALANCE'
Full location of this Dataset: '/Users/mark/Library/Containers/com.infinitekind.MoneydanceOSX/Data/Documents/TEST ACCOUNT BALANCE.moneydance'
Application Install Directory: '/Applications/Moneydance.app'
Internal 'root' directory: '/Users/mark/Library/Containers/com.infinitekind.MoneydanceOSX/Data/Library/Application Support/Moneydance'
>>Mac Finder path for path: '/Users/mark/Library/Containers/Moneydance/Data/Library/Application Support/Moneydance'
Dataset is a Master / PRIMARY sync node
Dataset size: 0.2MBs (25 files)
Dataset internal UUID: 22da4691-843f-4e00-9016-5af548a32ef2
DATABASE OBJECT COUNT (count) (est.size KBs):
-----------------------------------------------------
Object: csnap 29 6.4
Object: txn 8 2.7
Object: olsvc 1 0.1
Object: oltxns 2 0.2
Object: curr 47 10.1
Object: acct 112 26.4
Object: misc 3 6.1
==========
TOTAL: 202 52.1
ENCRYPTION
'Master' / Encryption Passphrase: ENCRYPTION NOT SET! - THIS MEANS AN INTERNAL MONEYDANCE PASSPHRASE IS BEING USED TO ENCRYPT YOUR DATASET!
Encryption Store Online Banking Passwords in File: False
>>You cannot save online banking passwords until you set a 'Master' (encryption) password **AND** select 'Store Online Passwords in File'
Encryption passphrase hint: ENCRYPTION PASSPHRASE HINT NOT SET!
ENCRYPTED (secret) cryptographic KEY value used for dataset encryption: (you need to decrypt this value to obtain the actual decryption cryptographic key!)
Encryption test using your key/passphrase reports algorithm: AES
Dataset & Sync encryption is: AES (aes-128-cbc) >> Advanced Encryption Standard - 128 bit - Cipher Block Chaining (symmetric algorithm) (with fixed salt, IV, iterations, and key length values)
(review Menu: 'Advanced Options' > 'Show your encryption keys, and the Moneydance encryption methodology' for more details)
SYNC DETAILS
Sync Password: Sync passphrase not set!
Sync Method: None
Sync WARNING: Dropbox sync will not work until you add the missing .moneydancesync folder - use update mode to fix!
THEMES
Your selected Theme: default ('Default' : VAqua release 12 (build 2023-10-31T23:37:24Z))
Custom Theme File: custom_theme.properties file DOES NOT EXIST!
Available themes: [Default, Flat Dark, High Contrast, Classic, Solarized Light, Solarized Dark]
RUNTIME ENVIRONMENT
Java version: 21.0.5
Java vendor: Eclipse Adoptium
Platform: Jython Java 2.7
SandBoxed: True
Restricted: False
MD Execution Mode: 2 = APP (Normal App)
MD Debug Mode: False
Beta Features: False
Architecture: x86_64
File Extension: .moneydance
Operating System file encoding: UTF-8
File system default encoding: utf-8, Python default encoding: utf8 (overridden from ASCII)
Python default display font: Hack Regular(13)
ENVIRONMENT
Username: mark
OS Platform: Mac OS X 13.7.8
Home Directory: /Users/mark
user.dir: /Users/mark/Library/Containers/com.infinitekind.MoneydanceOSX/Data
UserHome: /Users/mark
~: /Users/mark/Library/Containers/com.infinitekind.MoneydanceOSX/Data
Moneydance decimal point: .
System Locale Decimal Point: .
MD User set Locale Country: US
MD User set Locale Language: en
FOLDER / FILE LOCATIONS
MD Dataset internal top level (root) Directory:
Auto Backup Folder: '/Users/mark/Documents/Moneydance Data/Moneydance Backups'
(Last backup location: '/Users/mark/Documents/Moneydance Data/Moneydance Backups')
Other MD Datasets I am aware of...:
Internal file: /Users/mark/Library/Containers/com.infinitekind.MoneydanceOSX/Data/Documents/CCCU MONEY MKT TEST MD.moneydance
Internal file: /Users/mark/Library/Containers/com.infinitekind.MoneydanceOSX/Data/Documents/TEST.moneydance
Internal file: /Users/mark/Library/Containers/com.infinitekind.MoneydanceOSX/Data/Documents/TEST ACCOUNT BALANCE.moneydance
Internal file: /Users/mark/Library/Containers/com.infinitekind.MoneydanceOSX/Data/Documents/TEST FOR CREDIT CARD.moneydance
Internal file: /Users/mark/Library/Containers/com.infinitekind.MoneydanceOSX/Data/Documents/TOSSME TEST.moneydance
External file: /Users/mark/Documents/Moneydance Data/Evans Finance.moneydance
External file: /Users/mark/Documents/Moneydance Data/Evans South Coas
13 Posted by Stuart Beesley ... on 04 Nov, 2025 04:32 AM
In general when launching toolbox it checks for a few issues and it would pop up boxes with warnings if found. You didn't see that I assume - so no warnings.
The text above contains confidential information, please visit this thread online and change the post privacy to PRIVATE.
14 Posted by markaevans on 05 Nov, 2025 01:05 AM
It's nice that it works on your machine, but it still fails on mine. I will upload my failing file again, as TEST_ACCOUNT_BALANCE_2. Graphs and config are the same as my prior uploads. Still fails. Fails only on "by week" but my real data fails on most of the graphs. It feels like there is some monkey business when calculating the "by week" interpolation from data point to data point.
15 Posted by Stuart Beesley ... on 12 Nov, 2025 06:14 PM
Sorry for the delay - I did not get a notification. In fact I came here to berate you for not replying - 😝 (sorry)..
OK, I have reproduced your issue. I'm assuming you have American locale setup in settings/preferences? I'm also assuming that you have start of week set to Sunday (Default)? I have Monday. Sunday gets the dip, Monday doesn't. Please confirm?
With this info in hand I can diagnose.
16 Posted by Stuart Beesley ... on 12 Nov, 2025 08:52 PM
I’ve found the issue. Now just need to work out the code fix. 😆
(Not support, just a fellow user)
17 Posted by markaevans on 12 Nov, 2025 11:45 PM
18 Posted by markaevans on 13 Nov, 2025 02:38 AM
I changed my “first day of the week” to confirm your findings on my system.
For the posted test data, I recreated your settings — that is, a failure on Sunday, but success on Monday.
For my own personal accounts, whose data I did not post, when setting the graph to “by month”, the graph dips/fails regardless of the day of the week. When setting the graph to “by week”, it works on Tuesday, Wednesday, and Thursday, but fails on Fri/Sat/Sun/Mon.
19 Posted by Stuart Beesley ... on 13 Nov, 2025 04:33 AM
Thanks. Yes. The First DOW is hiding / unhiding the issue depending on the dates. It’s not directly related but can cause the problem in interval 1.
20 Posted by Stuart Beesley ... on 14 Nov, 2025 06:32 PM
I've identified the issue. It's whenever the first calculated graph interval (plot) data point is BEFORE the graph's specified start date. Another example would be UK fiscal years, group by fiscal quarter, start 1/1/25.. The first interval would be in 2024... The code goes wrong on the second interval plot point (no others). I will propose the fix to IK.
I also noticed one other point in that the graph actually plots average daily transactional balances between plot points on the next plot point (rather than that plot point's actual balance). So for example, group by YEAR, rather than balances as-of 1/1/24 and 1/1/25 you get an average of the balances for each day between these dates plotted on the 1/1/25 date. What are your thoughts?
21 Posted by dwg on 14 Nov, 2025 07:32 PM
Stuart,
That sounds like it should be two different graphs, one graphing the data on a particular day each month and one graphing average monthly balances, they serve different purposes.
The average balance would be used in trend analysis.
22 Posted by Stuart Beesley ... on 18 Nov, 2025 03:54 PM
The fix for this bug has now been applied and it will appear in the next release (whenever that is)
(not support, just a fellow user)
23 Posted by markaevans on 19 Nov, 2025 08:46 PM
Thank you!