Balance Chart

m1cr0ch1pm1cr0ch1p Member Posts: 18

Is it possible to generate a chart showing the total balance (for a specific account and/or total) over time? Similar to the Cash Flow or P&L charts on the Dashboard screen.

Comments

  • JamieDJamieD Administrator Posts: 1,156 admin

    Hey @m1cr0ch1p. If you go to the Reports section, select the Account Transactions report, and then filter by specific account + the date range you are looking for, you will find the total balance. All you will need to do is scroll down to the bottom of the page that has this amount displaying.

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