Account Balances

wm30's Avatar


02 Jan, 2010 06:09 PM

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.

  1. 1 Posted by ljb on 02 Jan, 2010 06:45 PM

    ljb's Avatar

    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. 2 Posted by wm30 on 02 Jan, 2010 07:54 PM

    wm30's Avatar

    Thank you! Problem solved.

  3. 3 Posted by wm30 on 02 Jan, 2010 07:56 PM

    wm30's Avatar


  4. Ben Spencer closed this discussion on 05 Jan, 2010 07:12 PM.

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