Account Balances over Time
Hi there
Love MioneyDance.
Have you ever considered an Account Balances Report at different points in time (weekly, monthly, quarterly etc...)?
The Asset Allocation report comes close, but only works for bank and asset accounts, and reports a negative balance as zero.
Or is there already an extension out there for this?
Mike W
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1 Posted by Stuart Beesley ... on 08 Jul, 2025 10:09 AM
Custom Balances (different rows for different dates) might get you close.
I agree, it would be useful
Support Staff 2 Posted by Maddy on 08 Jul, 2025 11:39 AM
Hi Mike,
Thank you for contacting Moneydance support.
There's an existing ticket in our ticketing system with your suggestion that I've attached to this discussion. By posting in this thread your interest in the ticket has been registered. This is equivalent to voting for it.
We will notify you when there are further developments on this topic.
Please let us know if we can be of further assistance!
--
Maddy, Infinite Kind Support
3 Posted by mhoggie on 08 Jul, 2025 04:50 PM
just a user,
I know this doesn't completely deal with your issue. You probably would like to see a text report, but I use the Account Balance graph to give me that info. You can set it for any account and see the balance for any interval.
4 Posted by mike63492 on 09 Jul, 2025 03:08 PM
Thanks very much....
System closed this discussion on 08 Oct, 2025 03:10 PM.