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Net worth graph displays gargabge when including a foreign acct

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Christophe

17 May, 2025 05:15 PM

Latest Moneydance (2024.4 build 5253). I live in the US, all my transactions are in USD. I have1 acct in Euro for which I enter transactions in that currency and that can be included in the net worth summary with no problem (does the conversion to USD automatically). When I include this account to generate the net worth graph it then displays garbage. Works just fine when excluding that account. Suggestions ?

1. 1 Posted by Stuart Beesley ... on 17 May, 2025 05:27 PM

   

   Clarify “garbage”. Screenshots of good and bad results help.

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2. 2 Posted by Christophe on 17 May, 2025 05:47 PM

   

   Hi Stuart,

   see attached. Sorry about the wording.

   These cover the exact same period. The bad one is just the results of
   including 1 single account (the only one in Euros)

   On 5/17/2025 10:27 AM, Stuart Beesley (Mr Toolbox) wrote:

   • Bad_net_worth_graph.JPG 36.2 KB
   • Good_net_worth_graph.JPG 18.7 KB
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3. 3 Posted by dtd on 17 May, 2025 09:13 PM

   

   Have you looked at the exchange rates/balances/prices/whatever for that account on those particular dates (Sep 2023, Feb 2024, Mar 2024 and especially Sep 2024?) Given the entire net worth issue is on 4-5 particular dates, otherwise no effect, I'd examine those approximate dates and see if you have "garbage" entries on those dates [I suspect garbage exchange rate values for those days, that then go back to correct rates.] Go to Tools/Currencies to check....

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4. 4 Posted by Christophe on 17 May, 2025 09:22 PM

   

   Hi dtd;

   I will dig in further, but you must be right because if I restrict the
   data to the last 6 mths, its all good. Shoulda thought of that, duh..

   Good call. Thank you

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5. 5 Posted by Christophe on 17 May, 2025 09:32 PM

   

   Bingo dtd

   there were 4 values at 10000 in the history table, who knows why.

   Problem solved. You guys rock.

   I have been loving Moneydance and I am curious as to why it doesn't
   appear as a very worthy piece of software (if at all). Bought it years
   ago and recent searches for financial software do not mention it at all..

   Cheers and thank you.

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6. 6 Posted by dtd on 17 May, 2025 11:23 PM

   

   There are some places that do review it. But many of these "review sites" just copy a list of financial packages from other review sites, then write their own spin on that list.

   Glad you found where the wrong values are.

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7. System closed this discussion on 16 Aug, 2025 11:30 PM.