Home Page Net Worth differs from Net Worth report by Loan account value

CB400's Avatar


27 Oct, 2011 07:38 PM

How come? I used the button on the Net Worth report to make sure the Loan button was checked.


  1. 1 Posted by CB400 on 27 Oct, 2011 11:59 PM

    CB400's Avatar

    I see on the Home Page that my house mortgage is included twice, once as a liability and once as a loan. Doesn't seem correct to me. It's a loan but shouldn't be included as part of the Net Worth total on home page.


  2. 2 Posted by Ben Spencer on 28 Oct, 2011 12:03 AM

    Ben Spencer's Avatar

    It should only be listed once. Which of the two account is actually being used. Which is to say which account is receiving payments? Presumably only one account is receiving the payments otherwise your bank account would be much lower as well. Delete the account that is not receiving payments.

    Ben Spencer
    Moneydance Support

  3. 3 Posted by CB400 on 28 Oct, 2011 04:41 AM

    CB400's Avatar

    I don't understand. Same account set for the Home page and the Net Worth report so I say Net Worth should be the same.

    OK , I think I'm figuring it out. I may want to move transactions from one account to the Loan account. I'm puzzling it all out.

    I think I got into this mess by setting a Loan account to get the automatic calculations with a "reminder" and still keeping my Quicken Morgage Liability account.

    I still say the Net Worth should be the same even if value is incorrect!


  4. 4 Posted by Ben Spencer on 28 Oct, 2011 02:47 PM

    Ben Spencer's Avatar

    Can you show me a couple of screenshots that demonstrate the net worth problem.

    Ben Spencer

  5. CB400 closed this discussion on 28 Oct, 2011 04:26 PM.

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