No Grouping on Net Worth Report

Jon's Avatar

Jon

25 Jul, 2022 10:52 AM

Moneydance 2022.4 (4087)
OS: Windows 10 10.0 amd64
Architecture: intel64
Java: 17.0.3

Can the Net Worth report be enhanced with some Grouping - Maybe by Account Type, or with some other method of influencing how the output is presented.
Currently it is Sorted Alphabetically.

  1. 1 Posted by dwg on 25 Jul, 2022 11:08 AM

    dwg's Avatar

    The Account Balances report sounds to be more like what you are looking for.

  2. 2 Posted by Jon on 25 Jul, 2022 11:18 AM

    Jon's Avatar

    On 25/07/2022 12:08, dwg wrote:

    You are right, Account Balances will do the job.
    The Account Balances report could handle Multi Currency Better than it does.
    It is currently a single Column Report, with the Account Balance in its
    own Currency and the "Total" Row in the Reporting Currency.
    This would be better displayed in 3 Columns
    Account Currency, Exchange Rate, Reporting Currency.
    Exchange Rate = 1 when Account Currency and Reporting Currency are the same.

    I think we can close out this ticket as Account Balances is a good
    enough substitute.

  3. 3 Posted by dominicresults4 on 22 Sep, 2022 05:40 PM

    dominicresults4's Avatar

    Account Balances is a legit term to use. Should work just fine. I used it multiple times when I was doing rich people’s taxes.
    It wasn’t easy - there were a lot of specifics to pay attention to, but it’s better than what I used to think about. Especially if the person you work with does not resort to shady schemes to save money. I know most people from https://wealthyliving.com/money/rick-ross-net-worth/ do that, though not all of them. Some of them, like Rihanna, like to send money overseas to offshores to pay less, and that’s not something to be respected for.

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