Account Balances
I want to see my investment balances a/o a past date, say 6/30/09. I can't make it happen with MD 2010. I used to be able to create these reports with MD2008. Am I missing something? Thanks in advance.
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1 Posted by ljb on 02 Jan, 2010 06:45 PM
With MD2010 you use the Net Worth report for this. Select the date and account(s), and you will get the balance(s) as of that date.
2 Posted by wm30 on 02 Jan, 2010 07:54 PM
Thank you! Problem solved.
3 Posted by wm30 on 02 Jan, 2010 07:56 PM
3IGNORE AND THANKS
Ben Spencer closed this discussion on 05 Jan, 2010 07:12 PM.