Favorite account balance history

16 posts
Re: Favorite account balance history

sterling
Super MMEX User

Posts: 82
Joined: Thu Dec 11, 2014 2:40 am
Renato wrote:Hello Nikolay
The results from the current month are wrong.
How are they wrong?
Re: Favorite account balance history
User avatar
Renato
Super MMEX User

Posts: 106
Joined: Mon Apr 25, 2011 1:36 pm
for example:
a) an account that has 2 months zero, suddenly has a balance of 248840.88 in the current month.
b) the exchange rate on foreign currency accounts will not be considered.
regards Renato

use MMEX since 2009
Re: Favorite account balance history

sterling
Super MMEX User

Posts: 82
Joined: Thu Dec 11, 2014 2:40 am
Hi Renato,

I'm back in the country and just tried this latest report posted by Nikolay and i get the same results as you for the current month.  Orders of magnitude larger than previous months.

I'll leave it for Nikolay to fix, the HTML side has changed back to the default formatting.
Re: Favorite account balance history

sterling
Super MMEX User

Posts: 82
Joined: Thu Dec 11, 2014 2:40 am
Here is my latest report, but it does NOT have the latest features from this week from Nikolay.

It has the totals you asked for in the other thread, and growth.
Attachments
History Savings.grm
(3.07 KiB) Downloaded 295 times
Re: Favorite account balance history
User avatar
Renato
Super MMEX User

Posts: 106
Joined: Mon Apr 25, 2011 1:36 pm
Hello sterling

The formation like me, however, if an account goes to zero during this time, then it is not listed / considered.
Furthermore, the foreign currencies are not converted.
In addition, there is the problem that in the foreign currency accounts of the exchange rate would have to be taken from the end of the month.
Thus, Total and the Growth are unusable.
regards Renato

use MMEX since 2009
Re: Favorite account balance history

sterling
Super MMEX User

Posts: 82
Joined: Thu Dec 11, 2014 2:40 am
I intentionally dont consider an account with 0 balance.

In the SQL you can change line 203 from
Code: Select all
where a.STATUS = 'Open' and a.FAVORITEACCT <> 'blahTRUE'  and a.ACCOUNTTYPE!='Credit Card' and a.ACCOUNTNAME<>'Santander-Joint' and BalanceNow>0

to
Code: Select all
where a.STATUS = 'Open' and a.FAVORITEACCT <> 'blahTRUE'  and a.ACCOUNTTYPE!='Credit Card' and a.ACCOUNTNAME<>'Santander-Joint'
You can also change the Santander-Joint to be an account you dont want listed.
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