Estate report with Balance, Bank Name and Account Number

jaydubbleyou

I update my will from time to time and would like an easy way to summarize balances over about twenty accounts across three different banks/brokerages. Is there a pre-baked report (or method) that works for doing this, e.g. using the Net Worth report and customizing it?

q_lurker

You can go to the Accounts List (Ctrl-A), Options button for what you want displayed including Current Balance, and use that Printer icon to print.

Or include the account number and Bank in your account name and use a net worth or account balances report.