How to prepare report for net worth for any date (Q Mac)

RHalpern

How do I set up a report for net worth for any date

jacobs

Sell, it's in a Mac category, so I'll assume it's a Mac question and answer accordingly.  

Go to Reports > Net Worth  and select Net Worth. Click edit and set the ending date to the date for which you want to see your Net Worth. Set the beginning date to the same date or any date further in the past. (That is, if you're doing a report of Net Worth as of 9/30/2020, the beginning date can be 1/1/1960 or 1/1/2020 or 9/30/2020 -- it doesn't matter. It will only fail to work if the beginning date is after the ending date.)

Tom Young

I'll assume this is a "Windows" question and answer accordingly,  When you select Reports > Net Worth and Balances > Net Worth you simply change the default date from "earliest to date" by selecting "Custom dates..." and entering the ending date you want to use.

jacobs

Sell, it's in a Mac category, so I'll assume it's a Mac question and answer accordingly.  

Go to Reports > Net Worth  and select Net Worth. Click edit and set the ending date to the date for which you want to see your Net Worth. Set the beginning date to the same date or any date further in the past. (That is, if you're doing a report of Net Worth as of 9/30/2020, the beginning date can be 1/1/1960 or 1/1/2020 or 9/30/2020 -- it doesn't matter. It will only fail to work if the beginning date is after the ending date.)