Reporting on past account balances

MMEX4Desktop, incl. Windows, macOS (10.10 or newer), and Most Unix variants using the GTK+ toolkit

Moderator: Renato

Post Reply
Paul
New MMEX User
Posts: 8
Joined: Sun Nov 27, 2016 11:37 am
Are you a spam bot?: No

Reporting on past account balances

Post by Paul »

Hi all....can anyone assist me with a report that will show me my account balances on any previous date?...oh, and instructions on how to download and install....many thanks.
Paul
Brisbane
AUSTRALIA..
Nikolay
MMEX Developer
Posts: 1535
Joined: Sat Dec 06, 2008 2:27 pm
Are you a spam bot?: No
Location: Sankt-Petersburg, Russia

Re: Reporting on past account balances

Post by Nikolay »

Hi Paul,

What do you mean "any previous date"? How many dates you need?
Nikolay
MMEX Developer
Posts: 1535
Joined: Sat Dec 06, 2008 2:27 pm
Are you a spam bot?: No
Location: Sankt-Petersburg, Russia

Re: Reporting on past account balances

Post by Nikolay »

This report will shown current balances.
It may be modyfied for previous dates.
https://github.com/moneymanagerex/gener ... untSummary

More info here:
https://github.com/moneymanagerex/general-reports
Paul
New MMEX User
Posts: 8
Joined: Sun Nov 27, 2016 11:37 am
Are you a spam bot?: No

Re: Reporting on past account balances

Post by Paul »

Nikolay wrote:This report will shown current balances.
It may be modyfied for previous dates.
https://github.com/moneymanagerex/gener ... untSummary

More info here:
https://github.com/moneymanagerex/general-reports
Paul
New MMEX User
Posts: 8
Joined: Sun Nov 27, 2016 11:37 am
Are you a spam bot?: No

Re: Reporting on past account balances

Post by Paul »

Nikolay wrote:This report will shown current balances.
It may be modyfied for previous dates.
https://github.com/moneymanagerex/gener ... untSummary

More info here:
https://github.com/moneymanagerex/general-reports
Hi Nikolay.....what I am seeking is a report I can install in my Money Manager where I will be able to view my account balances on any day in the past...and I would need instructions on how to download and install it in to Money Manager....real Village Idiot here :)


Regards,
Paul.
Paul
New MMEX User
Posts: 8
Joined: Sun Nov 27, 2016 11:37 am
Are you a spam bot?: No

Re: Reporting on past account balances

Post by Paul »

I downloaded and installed the files but I don't know how to modify the data to achieve what I want...how do I call up previous dates/accounts?

Many thanks
Paul.
Nikolay
MMEX Developer
Posts: 1535
Joined: Sat Dec 06, 2008 2:27 pm
Are you a spam bot?: No
Location: Sankt-Petersburg, Russia

Re: Reporting on past account balances

Post by Nikolay »

Hi Paul,

I've created a feature request here: https://github.com/moneymanagerex/gener ... /issues/42

Now the SQL script available for get accounts balances for some date.
How to use: Press main menu - Tools - General Report Manager or small icon on the title bar
screenshot.77.jpg
screenshot.77.jpg (25.95 KiB) Viewed 4391 times
then create new empty report and past the script into SQL tab.
screenshot.77.jpg
screenshot.77.jpg (25.95 KiB) Viewed 4391 times
screenshot.77.jpg
screenshot.77.jpg (25.95 KiB) Viewed 4391 times
Change date in in line 17 of the SQL script then press the 'Test' button. You will see a result.
Attachments
screenshot.78.jpg
screenshot.76.jpg
screenshot.76.jpg (20.49 KiB) Viewed 4391 times
Paul
New MMEX User
Posts: 8
Joined: Sun Nov 27, 2016 11:37 am
Are you a spam bot?: No

Re: Reporting on past account balances

Post by Paul »

Many thanks Nikolay.
Nikolay
MMEX Developer
Posts: 1535
Joined: Sat Dec 06, 2008 2:27 pm
Are you a spam bot?: No
Location: Sankt-Petersburg, Russia

Re: Reporting on past account balances

Post by Nikolay »

Also I've created pull request 
https://github.com/moneymanagerex/money ... ssues/1087
in future it may be available by mouse click :)
Nikolay
MMEX Developer
Posts: 1535
Joined: Sat Dec 06, 2008 2:27 pm
Are you a spam bot?: No
Location: Sankt-Petersburg, Russia

Re: Reporting on past account balances

Post by Nikolay »

Post Reply