How to get a graph of an account balance over time?

In 2019 R19.52, is it possible to get a graph that shows the daily balance of one account for the past two years?

I haven't been able to find this report.

Best Answers


  • Tom Field
    Tom Field Member ✭✭
    Thanks, Jim. But that doesn't have sufficient detail to allow trends to be spotted. Nor sufficient lookback period.

    I'll have to export the transactions to Excel and do it myself.
  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    What sort of trends are you trying to spot? I'm surprised that 200 data points is not enough to spot a trend.

    That said, people have asked for a daily interval on reports. You can vote on that here

    Or you might be able to get that info along with a lot of other analysis like moving averages at your Financal Institution's website.
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  • Tom Field
    Tom Field Member ✭✭
    Thanks for asking, Jim. Actually, I'm looking at a checking account. I want to see for the past five years (for example) how well I've managed to keep my balance about, say, $5,000. And, by "how well" I mean, how often and for how long has it gone below $5,000. A sampling interval that is one week or just goes back a short period will not provide a sufficiently detailed graph for me to visually examine it for performance.
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