Start a new topic

Account Balance

I'd like to know my balance on 12/31/2015. Can you develop a report,  that could consider the groups of accounts, with the total of Balance?


Dear Paulo,


This is already possible in MoneyWiz. Please generate Account Balance Over Time report for accounts you want to include and for the period you want. Once generated, just hover your mouse/finger over the chart at the top. You'll be able to see your balances for a particular day. If you click on the + button to the side of the chart, you can combine all accounts in the report and see combined balance.

Thank you very much. This is good.  But  please consider  this report  use the group  and have the balances for groups. 

Login or Signup to post a comment