Need Total Account Balance

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Need Total Account Balance

Postby soccergolfnut » Mon Apr 20, 2009 1:34 pm

My Money shows a few account balances including running balance and Bank balance but it is lacking Total Account Balance. If you have more than 1 bank account it would be nice to have Total Accounts Balance under Chart of accounts and maybe shown in other areas as well.
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Re: Need Total Account Balance

Postby mthadm » Mon Apr 20, 2009 3:04 pm

Networth chart would show account balances over time.

We will add total balances into Account Manager, thanks
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Re: Need Total Account Balance

Postby Liberator » Thu Sep 03, 2009 12:36 pm

Hi.

I was wondering if there is a way of viewing the total of liability accounts: I'd like to be able to see how much money I have on all my credit cards without having to reach for a calculator every time!

Thanks
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Re: Need Total Account Balance

Postby mthadm » Thu Sep 03, 2009 1:56 pm

We are planning on adding totals to chart of account in a release, it is in a pipeline.


Thanks,
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Re: Need Total Account Balance

Postby Liberator » Fri Sep 04, 2009 8:21 am

That's great, thanks. As an idea, it might also be worth making a line appear under today's transactions so if you enter a future transaction you know will take place, the line makes it clear where you are financially at the PRESENT time. I thought I saw a dotted line in one of my accounts but this seems to have disappeared, and I've definitely never seen it in my other accounts.

Thanks again
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Re: Need Total Account Balance

Postby mthadm » Fri Sep 04, 2009 9:07 am

1) We have removed restrictions on expanding the Chart of Accounts, so you should be able to resize it as you see fit. We are also going to stamp the sum of balances there.
This was a cosmetic fix and it should appear in 2.0.47

2) There is a dotted line that separates transactions in the future from current transactions. For it to appear the following criteria should be met: a) the register contains transactions in the future and b) the register is sorted by date descending


Thanks,
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Re: Need Total Account Balance

Postby Liberator » Fri Sep 04, 2009 11:56 am

Thanks for that. I have evaluated the circumstances where the dotted line doesn't show: It is not visible on when the first transaction after today's date is a memorized transaction, when that transaction is a transfer to another account. I haven't worked out whether it's the fact that it's a transfer, or a memorized transaction that causes the problem, or a combination of both!
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Re: Need Total Account Balance

Postby mthadm » Tue Sep 08, 2009 4:27 pm

This is how Summarized Chart Of Accounts looks in 2.0.47
Attachments
summarizedcoa.PNG
summarizedcoa.PNG (78.37 KiB) Viewed 6425 times
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Please do not provide this information when using our contact form.

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Re: Need Total Account Balance

Postby Liberator » Wed Sep 09, 2009 3:46 am

Thanks for that. It looks great.

Have you had any luck with the bug that means the dotted line disappears in the circumstances I described above?
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Re: Need Total Account Balance

Postby mthadm » Wed Sep 09, 2009 8:54 am

No, we were unable to reproduce it. If you don't mind, could you please send us a screen shot that shows a future transaction, memorized or otherwise, without being separated by a timeline. You can post it here or send to info at mthbuilt.com
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MTH Software

Reminder: MTH Software employees will never ask for the username and password for any of your banking or credit card accounts.
Please do not provide this information when using our contact form.

My Money download page: http://www.mthbuilt.com/download.html
My Money manual: http://wiki.mthbuilt.com/My_Money_2.0_Manual
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