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Favorite account balance history

Posted: Sun Jan 04, 2015 10:13 pm
by sterling
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.

Re: Favorite account balance history

Posted: Mon Jan 05, 2015 3:55 am
by guanlisheng
Great report and would you please post it to Github ?

Re: Favorite account balance history

Posted: Tue Jan 06, 2015 10:34 am
by sterling
Sure, I will do.

Re: Favorite account balance history

Posted: Tue Jan 06, 2015 12:48 pm
by guanlisheng
Thanks in advance

Re: Favorite account balance history

Posted: Sat Jan 10, 2015 11:11 am
by sterling
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 :).

Re: Favorite account balance history

Posted: Wed Jul 08, 2015 4:09 pm
by Nikolay
Several fixes provided
1. Multicurrency support
2. 12 months instead 13 used
3. Human readable labels for months
4. Investment accounts excluded

Re: Favorite account balance history

Posted: Wed Jul 08, 2015 7:19 pm
by Renato
Hello Nikolay
Nice, but again I miss the total of the month

Re: Favorite account balance history

Posted: Thu Jul 09, 2015 8:57 am
by Nikolay
I left the field to the author for creativity.

Re: Favorite account balance history

Posted: Fri Jul 10, 2015 12:33 pm
by Nikolay
New version with js fixes and totals

Re: Favorite account balance history

Posted: Fri Jul 10, 2015 2:35 pm
by Renato
Hello Nikolay
The results from the current month are wrong.

Re: Favorite account balance history

Posted: Fri Jul 10, 2015 3:44 pm
by sterling
Renato wrote:Hello Nikolay
The results from the current month are wrong.
How are they wrong?

Re: Favorite account balance history

Posted: Fri Jul 10, 2015 4:51 pm
by Renato
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.

Re: Favorite account balance history

Posted: Sun Jul 12, 2015 4:57 pm
by sterling
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

Posted: Sun Jul 12, 2015 5:04 pm
by sterling
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.

Re: Favorite account balance history

Posted: Sun Jul 12, 2015 8:48 pm
by Renato
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.

Re: Favorite account balance history

Posted: Sun Jul 12, 2015 9:11 pm
by sterling
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.