cash on hand vs mortgage balance

arcarr
arcarr Member ✭✭
edited December 2023 in Reports (Windows)

I 'd like to chart the balance in my savings account against my mortgage balance. It's easy to gauge this but a chart would be quite convincing.

Win 11

Quicken Canada R48.15

Merci

Comments

  • arcarr
    arcarr Member ✭✭

    Further, I did an account balances report for these two accounts but Quicken didn't project the balances beyond today even although it knows these numbers.

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

    Given that the mortgage account balance is negative, and the savings account is positive you can just bring up a net worth report with just those two accounts selected. This isn't much different between plotting the house asset account against the loan account.

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  • arcarr
    arcarr Member ✭✭

    yes,, that's the same as account compare - but it doesn't project beyond to day. And it knows the future balances.

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

    Well, you didn't say you want to predict the future.

    The only way the savings account would have a "future" would be with reminders, and they wouldn't be "compounded interest". But you could predict the balances using the Projected Balances graph.

    But I don't have any ideas for exactly how to graph this other than just do in a spreadsheet.

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