Favorite account balance history

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sterling
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Re: Favorite account balance history

Post by sterling »

Renato wrote:Hello Nikolay
The results from the current month are wrong.
How are they wrong?

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Renato
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Re: Favorite account balance history

Post 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.
regards Renato

use MMEX since 2009

sterling
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Re: Favorite account balance history

Post 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.

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Re: Favorite account balance history

Post 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.
Attachments
History Savings.grm
(3.07 KiB) Downloaded 412 times

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Renato
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Re: Favorite account balance history

Post 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.
regards Renato

use MMEX since 2009

sterling
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Re: Favorite account balance history

Post 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.

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