Net Worth Reports

I know that repeating this annoys some who watch, but I am still
seeking a way to get a correct net worth report. Is there any progress
on this?
BTW, I have tried the forums with no useful help.
Reply to
Jim T.
" Under the reports toolbar, at the very bottom, is a "Net Worth & Balances" category that contains an "Account Balances" report. That report can be tailored to include/exclude various categories, accounts, etc.
Assuming you've entered or obtained the correct data for the accounts included, that's the method. Works for me in Q for over 30 years of using Q.
Reply to
Andrew
Thanks, I have a lot of years using Q, too, but the reports I NOW get do not match the balances in the account bar. Previous responses say that the report generator searches all the transactions in the accounts and includes them. PS - I am on Q2016 Deluxe, FWIW
>> I know that repeating this annoys some who watch, but I am still >> seeking a way to get a correct net worth report. Is there any progress >> on this? >> BTW, I have tried the forums with no useful help. >> >" >Under the reports toolbar, at the very bottom, is a "Net Worth & >Balances" category that contains an "Account Balances" report. That >report can be tailored to include/exclude various categories, accounts, >etc. > >Assuming you've entered or obtained the correct data for the accounts >included, that's the method. Works for me in Q for over 30 years of >using Q.
Reply to
Jim T.
Thanks, I have a lot of years using Q, too, but the reports I NOW get do not match the balances in the account bar. Previous responses say that the report generator searches all the transactions in the accounts and includes them. PS - I am on Q2016 Deluxe, FWIW
>> I know that repeating this annoys some who watch, but I am still >> seeking a way to get a correct net worth report. Is there any progress >> on this? >> BTW, I have tried the forums with no useful help. >> >" >Under the reports toolbar, at the very bottom, is a "Net Worth & >Balances" category that contains an "Account Balances" report. That >report can be tailored to include/exclude various categories, accounts, >etc. > >Assuming you've entered or obtained the correct data for the accounts >included, that's the method. Works for me in Q for over 30 years of >using Q.
Reply to
Jim T.
In what way is the Net Worth report incorrect? Have you examined it, account by account, to determine WHICH accounts are incorrect? What are you comparing the report to do determine that it's wrong?
Reply to
danbrown
You state "Previous responses say that the report generator searches all the transactions in the accounts and includes them."
I don't believe that, for the net worth report at least, Q "searches" anything.
It simply uses the balance as of the selected report date in the particular selected accounts (along with other criteria such as securities, classes, tags, etc. in effect - and the default is ALL of them).
Reply to
Andrew

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