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Reporting on past account balances

Posted: Fri Feb 17, 2017 9:39 am
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..

Re: Reporting on past account balances

Posted: Fri Feb 17, 2017 2:30 pm
by Nikolay
Hi Paul,

What do you mean "any previous date"? How many dates you need?

Re: Reporting on past account balances

Posted: Fri Feb 17, 2017 2:51 pm
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

Re: Reporting on past account balances

Posted: Sat Feb 18, 2017 6:00 am
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

Re: Reporting on past account balances

Posted: Sat Feb 18, 2017 6:04 am
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.

Re: Reporting on past account balances

Posted: Fri Feb 24, 2017 5:37 am
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.

Re: Reporting on past account balances

Posted: Mon Mar 06, 2017 12:55 pm
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
1446: screenshot.76.jpg
then create new empty report and past the script into SQL tab.
1447: screenshot.77.jpg
1448: screenshot.78.jpg
Change date in in line 17 of the SQL script then press the 'Test' button. You will see a result.

Re: Reporting on past account balances

Posted: Mon Mar 06, 2017 8:28 pm
by Paul
Many thanks Nikolay.

Re: Reporting on past account balances

Posted: Tue Mar 07, 2017 9:02 am
by Nikolay
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

Posted: Tue Mar 14, 2017 1:04 pm
by Nikolay