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Quicken Classic for Mac
Reports (Mac)
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
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Accepted answers
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.)
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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.)
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