[moneydance] Net Worth report: deleting obsolete entries

John B. Egger john_egger at comcast.net
Tue Jun 6 11:00:17 EDT 2006


Gordon Alley wrote:

>I use the Account Balances report instead. It provides the same
>information, but allows you to omit accounts with zero balances.
>
>--gordon
>
>On 6/6/06, John B. Egger <john_egger at comcast.net> wrote:
>  
>
>>If I sell a security (or close an account) and buy (or open) another, my
>>Net Worth report continues to keep the old one(s), showing zero balance.
>>Of course this means the size of the report continually grows, as does
>>the number of zero-balance entries.
>>
>>Is there a way to customize the Net Worth report so I can ask it to omit
>>securities no longer held or accounts no longer owned?
>>
>>--
>>--John
>>Registered Linux User #291592
>>    
>>
>
>  
>
Good idea, Gordon. I'd never used "Account Balances." But... my total is 
several thousand dollars greater than my "Net Worth," so I'll have to 
track that down. More importantly, I'd like to be able to continue to 
include *some* zero-balance accounts if I occasionally do have non-zero 
balances in them. (I put these data into a spreadsheet, and don't want 
to continually have to be editing its formulas because I've just added a 
new row, etc.) I really only want to omit those accounts that are truly 
"history" as far as I'm concerned.

-- 
--John
Registered Linux User #291592



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