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daily net worth report

Unknown
Unknown Member
edited September 2020 in Reports (Windows)

Is there a way to produce a daily net worth report or graph?

Comments

  • UKR
    UKR SuperUser ✭✭✭✭✭
    edited October 2018

    The minimum interval you can select for a Net Worth Report or Graph is "Week".


    Go to the Reports & Graphs Center and run a Net Worth Report. Customize to select only a short date range (e.g., Last Quarter, to avoid getting too many columns which might cause an error) and select Interval = Week.


    If you want an at-a-glance view of your Net Worth progress over the last 12 months, in monthly intervals, you can add this graph to your Home tab's My Money view (or add a new view to add this view and any other personal views you like to have quickly available)
  • Unknown
    Unknown Member
    edited July 2016
    UKR said:


    The minimum interval you can select for a Net Worth Report or Graph is "Week".


    Go to the Reports & Graphs Center and run a Net Worth Report. Customize to select only a short date range (e.g., Last Quarter, to avoid getting too many columns which might cause an error) and select Interval = Week.


    If you want an at-a-glance view of your Net Worth progress over the last 12 months, in monthly intervals, you can add this graph to your Home tab's My Money view (or add a new view to add this view and any other personal views you like to have quickly available)

    Thanks.  That confirms what I see.  Now I can stop trying.  Too bad.
  • splasher
    splasher SuperUser ✭✭✭✭
    edited December 2016
    UKR said:


    The minimum interval you can select for a Net Worth Report or Graph is "Week".


    Go to the Reports & Graphs Center and run a Net Worth Report. Customize to select only a short date range (e.g., Last Quarter, to avoid getting too many columns which might cause an error) and select Interval = Week.


    If you want an at-a-glance view of your Net Worth progress over the last 12 months, in monthly intervals, you can add this graph to your Home tab's My Money view (or add a new view to add this view and any other personal views you like to have quickly available)

    It would be a lot of extra work, but you could run the networth report daily and export it to a spreadsheet and copy and paste the latest numbers into the next column of a different spreadsheet showing the data over a period of time.
    Like I said, a lot of extra work, but it all depends on how important it is to you to have a networth report with a daily report cycle.
    -splasher  using Q since 1996 -  Subscription  -  Win10
    -also older versions as needed for testing
    -Questions? Check out the  Quicken Windows FAQ list
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