Net Worth - Wrong???

Sean's Avatar


30 Jan, 2023 08:52 PM

Hi Guys,

very simple really, On the Summary Screen there is a line with total Net Worth. This seems fine.

When clicking the Net Worth link a Window Opens with the Accounts that make up the overall Net Worth, this has today's date, but the values of all the accounts are wrong. There are closed accounts and values that should be zero are shown with values...

Hope that makes sense...

The window that opens should only show current valid accounts and values.

Many thanks and best regards

  1. 1 Posted by derekkent23 on 31 Jan, 2023 08:51 AM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi Sean

    The NET WORTH shown on the summary page is the sum of all Active Accounts, Bank, Credit Card, Investment, Loan, Asset and Liability. The report displayed if you click on NET WORTH is a reflection of the Net Worth report listed in the Side Bar, list on the left. Dependant on the settings in the Net Worth report in the Side Bar the totals are not necessarily the same.

    The NET WORTH report is the sum of all the above accounts if under the Report EDIT button they are ticked regardless if those accounts are ACTIVE or INACTIVE.

    As a test in the NET WORTH report under EDIT click RESET. Clicking RESET ticks all the boxes and sets the DATE to today’s date. Then untick all accounts that are of a lighter text indicating they are set as INACTIVE.
    Now compare the Report NET WORTH with the NET WORTH on the summary page and the report if you click on this and report back.

    Hope this helps

  2. System closed this discussion on 02 May, 2023 09:00 AM.

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