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No Grouping on Net Worth Report

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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

   

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

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

   

   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.

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

   

   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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4. System closed this discussion on 22 Dec, 2022 05:40 PM.