Favorite account balance history

[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.

[guanlisheng]

Great report and would you please post it to Github ?

[sterling]

Sure, I will do.

[guanlisheng]

Thanks in advance

[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 .

[Nikolay]

Several fixes provided
1. Multicurrency support
2. 12 months instead 13 used
3. Human readable labels for months
4. Investment accounts excluded

[Renato]

Hello Nikolay
Nice, but again I miss the total of the month

[Nikolay]

I left the field to the author for creativity.

[Nikolay]

New version with js fixes and totals

[Renato]

Hello Nikolay
The results from the current month are wrong.

[sterling]

Hello Nikolay
The results from the current month are wrong.

How are they wrong?

[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.

[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.

[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.

[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.

[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.