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

Question

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.

Jim_Harman · Accepted Answer

Assuming you are running a recent version of QWin Deluxe or higher, go to Reports > Net Worth and Balances. Open the Net Worth report. Set the date range to Last 12 months and the Interval to Year. You can select to view a table, a bar graph, or both. Note the graph does not show the starting partial interval, With the above settings it shows 12/31 and today.

To further customize the report, select a different date range or interval and/or click on the gear at the top right of the report to select accounts, categories, securities, etc.