Net Worth Report

Bob Tucker's Avatar

Bob Tucker

13 Dec, 2020 10:43 PM

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.

  1. 1 Posted by mhoggie on 13 Dec, 2020 10:54 PM

    mhoggie's Avatar

    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. 2 Posted by Bob Tucker on 13 Dec, 2020 11:17 PM

    Bob Tucker's Avatar

    Thanks for the suggestion. Unfortunately the Asset Allocation report does not seem to offer the option of including liabilities.

  3. 3 Posted by dwg on 13 Dec, 2020 11:32 PM

    dwg's Avatar

    Perhaps the Account Balances report would be a better fit.

  4. Melissa closed this discussion on 28 Jan, 2021 10:36 PM.

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