Account Balance Report by month

frankrader's Avatar

frankrader

25 Jan, 2012 04:43 PM via web

I can run a month by month Income and Expenses report but to get Account Balances I have to do a report for each month, 12 in all. I'd like one report with Account Balances for the period selected by month.

  1. 2 Posted by -Kevin N. on 25 Jan, 2012 05:14 PM

    -Kevin N.'s Avatar

    Hi Frank,
    I think that this is a good idea.
    Until it is implemented, you can run the Transactions Filter report on a individual account, sub-totaled by Month.
    It'll display all of the account's txns and unfortunately it won't be displayed side-by-side but it will give you an account's running balance over a period of time.
    HTH -Kevin N.

  2. Support Staff 3 Posted by Angie Rauscher on 30 Jan, 2012 11:26 PM

    Angie Rauscher's Avatar

    Frank,

    Kevin's correct as to the best current work-around. I have created a feature request ticket for this issue. The ticket is attached to this discussion. By posting in this discussion your interest in the ticket has been registered. This is equivalent to voting for it, and you'll automatically be notified when we have updates.

    Angie Rauscher
    Moneydance Support

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