[moneydance] Question on Net Worth value

[Carsten Langer]

Hi Sean,

I today tested this issue with version 566. I'm sorry to say, but the 
behaviour is unchanged and the problem still exists. The little graph's 
values are correct for "this month" and "this year", but not for "all dates". 
They'r off by > 10 % and much much more than any future transactions would 
account for.

Before this second fix you found a first bug in the calculation of the values 
for share-splits. This brought me to an idea. May it be that there is still 
something odd in the calculation of the net value in accounts which are today 
not active anymore (i.e. have balance 0 and are not shown anymore on the 
homepage)? I have several of such investment-accounts where share-splits 
occurred in the past. Maybe you don't take these splits into account because 
the whole investment-account is closed now? Well, just an idea ...

Best regards
Carsten

> OK, I see the problem.  The net worth graph was including future
> transactions whereas the text on the home page was calculating net
> worth as of the current date.  I've changed the graph to not include
> future transactions.  I think it is better to exclude the future
> transactions as future transactions are likely to not present a
> complete picture.  For example I usually only record future expenses
> and not income.  Anyway, this is now fixed in the mini-graph at the
> top of the window.  I also fixed a general date-range calculation in
> the larger net worth graph (it was going past the end-date specified
> in the graph settings).
>
> I've put out another preview (565) with this change as well as some
> other improvements.
>
> Thanks,
> Sean