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

TomRF

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.

Jim_Harman

Monthly, not daily balance for a banking or credit card account - click the gear at the top right of the account and pick Account Overview. Click the gear in that then Customize this graph to set the desired date range.

Or you could go to Reports > Net Worth and Balances > Account Balances and customize that report. The shortest interval for that report is weekly and it has a maximum of 200 columns (data points).

Jim_Harman

OK, for that I would recommend opening the register and doing a File/Print <account-name> (or Ctrl-P). Select the date range. Select Export to and .PRN format. Change the extension on the file name to .csv and your will have a comma delimited file you should be able to open directly in Excel.

This will include the running balance for your analytical pleasure.

Jim_Harman

Monthly, not daily balance for a banking or credit card account - click the gear at the top right of the account and pick Account Overview. Click the gear in that then Customize this graph to set the desired date range.

Or you could go to Reports > Net Worth and Balances > Account Balances and customize that report. The shortest interval for that report is weekly and it has a maximum of 200 columns (data points).

TomRF

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

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
https://community.quicken.com/discussion/7853374/daily-interval-graph-for-net-worth-and-portfolio

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.

TomRF

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.

Jim_Harman

OK, for that I would recommend opening the register and doing a File/Print <account-name> (or Ctrl-P). Select the date range. Select Export to and .PRN format. Change the extension on the file name to .csv and your will have a comma delimited file you should be able to open directly in Excel.

This will include the running balance for your analytical pleasure.