No Grouping on Net Worth Report

Jon's Avatar


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 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.

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

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