Net Worth Report
Can I customise reports?
I only want this report to show me my savings/investments information - not my bank accounts. I use my bank accounts for money coming in and paying bills, and always try to zero them at the end of each month by transferring whatever is left over into savings. I'd just like a report that shows all savings/investments (which to me is my real net worth).
Thanks.
2 Posted by simon.rusling on 01 Jun, 2011 08:04 AM
I think I've solved this myself with a bit of fiddling around :-)
I went to tools, then graphs and reports and edited the net worth report by unticking the relevant accounts to show what I view as my real net worth.
3 Posted by simon.rusling on 01 Jun, 2011 08:14 AM
I would like to change the net worth link on my homepage though to reflect my changes. Any suggestions?
Support Staff 4 Posted by Ben Spencer on 01 Jun, 2011 01:09 PM
The net worth value on the home page will always be the sum of all of your accounts. This cannot be changed. However the net worth report that is accessed by clicking on the net worth link on the homepage or from the link on the side bar will use the settings for the report that were used the last time your ran the report.
Alternatively you could generate the net worth that you want and then click the memorise button. Give the report a name such as "Net worth minus bank accounts". This will create an additional link to the named memorised report on the side bar and the home page.
Ben Spencer
Moneydance Support