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Old 08-08-2006, 01:22 AM
Erik Sojka (MVP)
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Default Re: M06 Question - value of an account on a particular date?

That, plus a change to advanced reports mode, seems to have done it.

Thanks for the help.

Cal Learner-- MVP <via_newsgroup[at]please.tnx> wrote in
news:e4bfd2dsf5360nguuuokl0e8hll7dbpdoq[at]4ax.com:

- quote -

> In microsoft.public.money, Erik Sojka wrote:
> > How can I show the value of an account as of a particular date?
> > > I'm in Account List | {account name} | Show Transactions From All

> > Dates
> > > I see the amount of each transaction, and the balance of the account

> > for today. I'd like to see what the value was on a particular date.
> > Having a running total visible in the register would get me this, but
> > the ability to change column sizes or to choose columns isn't
> > available.
> > > Any ideas?

> For investment accounts you can go to Portfolio. Select the AsOf
> date in the upper-right-hand corner.
> In Reports you could customize the NetWorthOverTime report to
> include the date range you want. You can select the account(s) you
> want with the Account tab. You can choose the form of the info from
> the Chart tab. See all of the tabs to customize to your preference.
> You could save the customized report as a favorite.


 
Old 08-07-2006, 09:16 PM
Cal Learner-- MVP
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Posts: n/a
Default Re: M06 Question - value of an account on a particular date?

In microsoft.public.money, Erik Sojka wrote:

- quote -

> How can I show the value of an account as of a particular date?
> I'm in Account List | {account name} | Show Transactions From All Dates
> I see the amount of each transaction, and the balance of the account for
> today. I'd like to see what the value was on a particular date. Having a
> running total visible in the register would get me this, but the ability to
> change column sizes or to choose columns isn't available.
> Any ideas?


For investment accounts you can go to Portfolio. Select the AsOf
date in the upper-right-hand corner.

In Reports you could customize the NetWorthOverTime report to
include the date range you want. You can select the account(s) you
want with the Account tab. You can choose the form of the info from
the Chart tab. See all of the tabs to customize to your preference.
You could save the customized report as a favorite.
  #-1  
Old 08-07-2006, 09:06 PM
Erik Sojka
Guest
 
Posts: n/a
Default M06 Question - value of an account on a particular date?

How can I show the value of an account as of a particular date?

I'm in Account List | {account name} | Show Transactions From All Dates

I see the amount of each transaction, and the balance of the account for
today. I'd like to see what the value was on a particular date. Having a
running total visible in the register would get me this, but the ability to
change column sizes or to choose columns isn't available.

Any ideas?
 

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account, date, m06, question
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