Favorite account balance history
Moderator: Renato
Favorite account balance history
Hi,
This is a graph that i used a lot from GnuCash. It currently shows 8 favourite account balances over the past year as a stacked bar graph. I've ended up transposing the table from SQL in JavaScript here so the charting script can display it how i wanted. I'm going to add a line graph over the top to show total savings per month.
We use this to track savings.
This is a graph that i used a lot from GnuCash. It currently shows 8 favourite account balances over the past year as a stacked bar graph. I've ended up transposing the table from SQL in JavaScript here so the charting script can display it how i wanted. I'm going to add a line graph over the top to show total savings per month.
We use this to track savings.
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- Savings Progress v3.grm
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Re: Favorite account balance history
Great report and would you please post it to Github ?
Lisheng Guan,
Developer of MoneyManagerEX (http://moneymanagerex.org)
Developer of MoneyManagerEX (http://moneymanagerex.org)
Re: Favorite account balance history
Sure, I will do.
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Re: Favorite account balance history
Thanks in advance
Lisheng Guan,
Developer of MoneyManagerEX (http://moneymanagerex.org)
Developer of MoneyManagerEX (http://moneymanagerex.org)
Re: Favorite account balance history
I've just submitted some improvements to this report. The legend has been merged into the table and there is now a totals row in the table as well. Tidier and prettier .
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Re: Favorite account balance history
Several fixes provided
1. Multicurrency support
2. 12 months instead 13 used
3. Human readable labels for months
4. Investment accounts excluded
1. Multicurrency support
2. 12 months instead 13 used
3. Human readable labels for months
4. Investment accounts excluded
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- Savings Progress v4.grm
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Re: Favorite account balance history
Hello Nikolay
Nice, but again I miss the total of the month
Nice, but again I miss the total of the month
Renato Forum Administrator
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Re: Favorite account balance history
I left the field to the author for creativity.
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Re: Favorite account balance history
New version with js fixes and totals
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- Savings Progress v5.grm
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Re: Favorite account balance history
Hello Nikolay
The results from the current month are wrong.
The results from the current month are wrong.
Renato Forum Administrator
Re: Favorite account balance history
How are they wrong?Renato wrote:Hello Nikolay
The results from the current month are wrong.
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Re: Favorite account balance history
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.
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.
Renato Forum Administrator
Re: Favorite account balance history
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.
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
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.
It has the totals you asked for in the other thread, and growth.
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- History Savings.grm
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Re: Favorite account balance history
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.
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.
Renato Forum Administrator
Re: Favorite account balance history
I intentionally dont consider an account with 0 balance.
In the SQL you can change line 203 from
to
You can also change the Santander-Joint to be an account you dont want listed.
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
Code: Select all
where a.STATUS = 'Open' and a.FAVORITEACCT <> 'blahTRUE' and a.ACCOUNTTYPE!='Credit Card' and a.ACCOUNTNAME<>'Santander-Joint'