How can I look back at a specific date in the past, and look at what my account balances were

I am doing this so I can run a New Worth report comparing today to a year ago.
Also, what is the easiest way to run and customize a Net Worth report.

Best Answer


  • chitownhockey
    chitownhockey Member ✭✭✭✭
    Reports > Net Worth and Balances > Net Worth

    Then in the report, change the interval to Year and select Custom Date and enter last year's date.  This will give you last year, the end of last year and this year...but close enough.  The info will be there.  
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