Hello: We use QW 2003 and am upgrading to QW 2006 premier.
Is there a way with QW 2003 to show our Net worth at a particular date. I go into the Portfolio view & change the date to example "
The Net Worth report will work equally well. Also, if you are seeking reports to assist you in verifying that your conversion goes well, you might consider the Account List report. In addition to balances, it shows transaction counts, which can be useful for verification. (Don't get overly concerned if the counts are not exactly the same after a conversion; but if you have other evidence of a problem, you can start looking in accounts with differing transaction counts).
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