Net Worth Report
Please suggest a method for producing a Net Worth report that groups balances and totals by Account Type, i.e., Assets with total and Liabilities with total. The current default format seems to have no way to group balances and provides only an overall total.
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
1 Posted by mhoggie on 13 Dec, 2020 10:54 PM
just a user,
Give the Asset Allocation report a spin, I think it will give your the details you need and you can have it run for a year and see the totals each period. I stumbled into that report while I was looking on different ways to show monthly account balances
2 Posted by Bob Tucker on 13 Dec, 2020 11:17 PM
Thanks for the suggestion. Unfortunately the Asset Allocation report does not seem to offer the option of including liabilities.
3 Posted by dwg on 13 Dec, 2020 11:32 PM
Perhaps the Account Balances report would be a better fit.
Melissa closed this discussion on 28 Jan, 2021 10:36 PM.