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Account Balance Graph malfunction

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markaevans

04 Sep, 2025 12:22 AM

When I use the Account Balance graph with an account containing thousands of records dating back to the mid 1990's, and I select either "Group by Day" or "Group by Month", the graph is simply a straight line. With other "Group by" options, I get the expected graph.

See attached screenshots of "group by month" graph and config.
See attached screenshots of "group by week" graph and config.

• group_by_month_config.png 73.7 KB
• group_by_week_config.png 74.1 KB
• group_by_week.png 155 KB
• group_by_month.png 183 KB

1. 1 Posted by dwg on 04 Sep, 2025 12:50 AM

   

   I've tried what you are doing with Moneydance 2024.4 (5253) but have not been able to reproduce the problem, the graph is being displayed as it should.

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2. 2 Posted by dwg on 04 Sep, 2025 12:54 AM

   

   For info

   • Account_Balance_001.png 15.6 KB
   • Selection_001.png 61.2 KB
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3. 3 Posted by markaevans on 04 Sep, 2025 02:09 AM

   

   I added 11,981 test transactions. The “by month” graph tails off at the end. Not exactly what I see, but not correct. I’ve attached the images I get and the test CSV file.

   Best,
   Mark
   
   
   

   • Test_Transactions_11981.csv 315 KB
   • Screenshot_2025-09-03_at_7.06.35_PM.png 86.4 KB
   • Screenshot_2025-09-03_at_7.06.51_PM.png 266 KB
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4. 4 Posted by Stuart Beesley ... on 04 Sep, 2025 07:10 AM

   

   I’m wondering if you’re blowing memory or something. Reproduce the DAY one and then grab help/show console and upload that here as a txt file.

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5. 5 Posted by markaevans on 04 Sep, 2025 08:14 PM

   

   OK. I was able to reproduce the problem with test data. I created the following:

   BANK
       Checking
           CHK 001 (containing 2000 transactions from attached CSV)
           CHK 002 (containing 2000 transactions from attached CSV)
           CHK 003 (empty)

   I imported 2000 transactions from the attached CSV into both the CHK 001 and CHK 002 accounts.

   Then, in the Account Balance graph settings, I selected:
   - All dates
   - Account: Checking
   - Include Sub-Accounts (checked)
   - Group by Day/Week/Month/Quarter/Year

   Group by Day, Month, Quarter, and Year all FAILED
   Group by Week SUCCEEDED

   See attached files:
   TEST failure - graph.png
   TEST failure - settings.png
   TEST success by week - graph.png
   TEST success by week - settings.png
   Test Transactions 2000.csv

   • TEST_success_by_week_-_settings.png 128 KB
   • TEST_success_by_week_-_graph.png 345 KB
   • TEST_failure_-_graph.png 305 KB
   • TEST_failure_-_settings.png 116 KB
   • Test_Transactions_2000.csv 49.5 KB
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6. 6 Posted by markaevans on 04 Sep, 2025 08:16 PM

   

   No messages were logged to the console other than the dimensions of the settings window when that window is drawn to the screen.

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7. 7 Posted by Stuart Beesley ... on 06 Sep, 2025 09:35 AM

   

   Nice testing!!! I can reproduce and see the issue. It actually has nothing to do with(really) with old or many txns.... It's the combination of All Dates and having two txns on the same first (detected) date as the graph. If you manually set the dates, then it works. If you put two txns on the same first date as the all dates, then it goes wrong...

   Digging deeper....

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8. 8 Posted by Stuart Beesley ... on 06 Sep, 2025 09:47 AM

   

   Further, even with just a single account. Add a txn - even with zero value - using the same date as the first txn in that account, and bang - the ABG flat-lines.....

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9. 9 Posted by Stuart Beesley ... on 06 Sep, 2025 11:22 AM

   

   FYI - I have proposed a code fix to IK. I cannot speak to when they will release the next version.

   • But again, great bug find, and thanks for the helpful data to reproduce -

   A quick fix is to adjust the first txn in your dataset so that you don't have two txns on the first date of an all date graph, or manually set the dates in the graph...

   (not support, just a fellow user)

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10. Support Staff 10 Posted by Maddy on 06 Sep, 2025 01:46 PM

    

    Thanks for letting us know about this issue, Mark!

    I've attached the relevant ticket to this thread, so 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

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11. System closed this discussion on 06 Dec, 2025 01:50 PM.