Reporting on past account balances

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Paul
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Reporting on past account balances

Post 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..

Nikolay
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Re: Reporting on past account balances

Post by Nikolay »

Hi Paul,

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

Nikolay
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Re: Reporting on past account balances

Post 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

Paul
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Re: Reporting on past account balances

Post 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

Paul
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Posts: 8
Joined: Sun Nov 27, 2016 11:37 am
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Re: Reporting on past account balances

Post 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.

Paul
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Posts: 8
Joined: Sun Nov 27, 2016 11:37 am
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Re: Reporting on past account balances

Post 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.

Nikolay
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Re: Reporting on past account balances

Post 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
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then create new empty report and past the script into SQL tab.
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Change date in in line 17 of the SQL script then press the 'Test' button. You will see a result.
Attachments
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Paul
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Re: Reporting on past account balances

Post by Paul »

Many thanks Nikolay.

Nikolay
MMEX Developer
Posts: 1386
Joined: Sat Dec 06, 2008 2:27 pm
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Location: Sankt-Petersburg, Russia

Re: Reporting on past account balances

Post by Nikolay »

Also I've created pull request 
https://github.com/moneymanagerex/money ... ssues/1087
in future it may be available by mouse click :)

Nikolay
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Posts: 1386
Joined: Sat Dec 06, 2008 2:27 pm
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Location: Sankt-Petersburg, Russia

Re: Reporting on past account balances

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