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Reporting on past account balances

Posted: Fri Feb 17, 2017 9:39 am
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..

Re: Reporting on past account balances

Posted: Fri Feb 17, 2017 2:30 pm
by Nikolay
Hi Paul,

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

Re: Reporting on past account balances

Posted: Fri Feb 17, 2017 2:51 pm
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

Re: Reporting on past account balances

Posted: Sat Feb 18, 2017 6:00 am
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

Re: Reporting on past account balances

Posted: Sat Feb 18, 2017 6:04 am
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.

Re: Reporting on past account balances

Posted: Fri Feb 24, 2017 5:37 am
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.

Re: Reporting on past account balances

Posted: Mon Mar 06, 2017 12:55 pm
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
screenshot.77.jpg
screenshot.77.jpg (25.95 KiB) Viewed 4475 times
then create new empty report and past the script into SQL tab.
screenshot.77.jpg
screenshot.77.jpg (25.95 KiB) Viewed 4475 times
screenshot.77.jpg
screenshot.77.jpg (25.95 KiB) Viewed 4475 times
Change date in in line 17 of the SQL script then press the 'Test' button. You will see a result.

Re: Reporting on past account balances

Posted: Mon Mar 06, 2017 8:28 pm
by Paul
Many thanks Nikolay.

Re: Reporting on past account balances

Posted: Tue Mar 07, 2017 9:02 am
by Nikolay
Also I've created pull request 
https://github.com/moneymanagerex/money ... ssues/1087
in future it may be available by mouse click :)

Re: Reporting on past account balances

Posted: Tue Mar 14, 2017 1:04 pm
by Nikolay