Account Balances

wm30's Avatar

wm30

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

    3IGNORE AND THANKS

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

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac