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Net Worth Graph

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David Potter

Feb 02, 2024 @ 11:02 AM

Hi All
Can anyone help me understand how the Net Worth graph calculates it values. I have tested using just one account (my main bank) and have set the Grouping to monthly. The figures it generates don't seem to match what I see in the account?

Any help welcome.

1. Support Staff 1 Posted by Maddy on Feb 02, 2024 @ 12:02 PM

   

   Hi David,
   Thank you for contacting Moneydance support.

   The Net Worth displays your net worth using the current balance, including transactions with dates in the future, or your cleared balance. You can select which types of accounts contribute to the net worth in this report.
   You can choose the button Show: By Individual.
   This will display each of your individual accounts and you can choose which to include/exclude before generating the report to view your data.

   I hope this information is helpful. Please let us know if you have further questions or need more assistance.

   --
   Maddy, Infinite Kind Support

   • Edit

2. 2 Posted by David Charles P... on Feb 02, 2024 @ 02:09 PM

   

   Hi Maddy

   Thanks for your reply, my question was in relation to the Net Worth
   Graph see attached screen shot.

   Kind Regards

   David Potter

   • 510.png 79 KB
   • Edit

3. System closed this discussion on May 03, 2024 @ 02:10 PM.