Account Balance graph shows nonsense on Investment accounts

ds4854's Avatar

ds4854

01 Jun, 2009 08:01 PM via web

I'm running Mac OSX 10.5.6 with MD 2008r3, build 629. When I run the Account Balance graph on an Investment account, I get the following results:

1) If I run the graph on an individual security within an account, it shows the number of shares held over time. Numerically correct but not very useful. It would be more useful to see the dollar value over time.

2) If I run the graph on the overall account (ex: IRA) withOUT checking the "include subaccounts" box, it shows the uninvested cash balance in the account. The great majority of the time, this is zero in my Investment accounts. Again, numerically correct but useless.

3) If I run the graph on the overall account with "include subaccounts" checked, it shows amounts that are wildly wrong. The dollar amounts shown in this case are many times the actual balance in the account.

FWIW, the Account Balance graph seems to work correctly on Bank and Credit Card accounts. It screws up only on Investment accounts. Unfortunately, it's on Investment accounts where it would be the most useful.

The most troubling thing about this problem is that it's been known for a long time. I have found tickets about it on the wiki/bug trac system going back to 2006. None of those tickets have ever been acknowledged by anyone working on the software or support staff. I voted +1 on all the related tickets I could find in the hope of getting some attention to this long-standing problem.

David

PS - I just posted this complaint on the "Problems" section also. Not sure if it belongs in "problems" or "bugs", so I'm posting in both to get the issue some long-overdue attention. Thanks for any advice about which area is better for this purpose.

  1. 2 Posted by Brian Adler on 01 Jun, 2009 08:40 PM

    Brian Adler's Avatar

    duplicate...

    David,

    I have read your ticket on the "problems" thread and will get back to you.

    Brian

  2. Brian Adler closed this discussion on 01 Jun, 2009 08:40 PM.

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