Reporting on past account balances

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10 posts
Reporting on past account balances

Paul
New MMEX User

Posts: 9
Joined: Sun Nov 27, 2016 5:37 am
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..
Re: Reporting on past account balances

Nikolay
MMEX Developer

Posts: 2265
Joined: Sat Dec 06, 2008 8:27 am
Location: Sankt-Petersburg, Russia
Hi Paul,

What do you mean "any previous date"? How many dates you need?
Re: Reporting on past account balances

Nikolay
MMEX Developer

Posts: 2265
Joined: Sat Dec 06, 2008 8:27 am
Location: Sankt-Petersburg, Russia
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
Re: Reporting on past account balances

Paul
New MMEX User

Posts: 9
Joined: Sun Nov 27, 2016 5:37 am
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
Re: Reporting on past account balances

Paul
New MMEX User

Posts: 9
Joined: Sun Nov 27, 2016 5:37 am
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.
Re: Reporting on past account balances

Paul
New MMEX User

Posts: 9
Joined: Sun Nov 27, 2016 5:37 am
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.
Re: Reporting on past account balances

Nikolay
MMEX Developer

Posts: 2265
Joined: Sat Dec 06, 2008 8:27 am
Location: Sankt-Petersburg, Russia
Hi Paul,

I've created a feature request here: https://github.com/moneymanagerex/general-reports/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
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then create new empty report and past the script into SQL tab.
screenshot.77.jpg
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screenshot.77.jpg
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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
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Re: Reporting on past account balances

Paul
New MMEX User

Posts: 9
Joined: Sun Nov 27, 2016 5:37 am
Many thanks Nikolay.
Re: Reporting on past account balances

Nikolay
MMEX Developer

Posts: 2265
Joined: Sat Dec 06, 2008 8:27 am
Location: Sankt-Petersburg, Russia
Also I've created pull request 
https://github.com/moneymanagerex/money ... ssues/1087
in future it may be available by mouse click :)
Re: Reporting on past account balances

Nikolay
MMEX Developer

Posts: 2265
Joined: Sat Dec 06, 2008 8:27 am
Location: Sankt-Petersburg, Russia
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