Reporting dates RRS feed

  • Question

  • I wanted to run reports for the quarter ending March 31, 2015.  I ran the reports the end of April.  Rather than showing the balances and transactions as of March 31, it showed the accounts as of the current date.  This worked before on another computer but I don't know what operating version was used.  Is there a setting that needs to be changed?  I have MS Money 2007 on a Windows Vista Lap top. 
    • Edited by asp1215 Monday, May 11, 2015 5:10 AM
    Monday, May 11, 2015 3:47 AM

All replies

  • While the report is displayed, click the Customize button and select the Date tab.
    Monday, May 11, 2015 6:28 AM
  • I can click the Customize button, select the Date tab and enter 3/31/15 and it shows on the report but the report is not from March 31 but current data.
    Monday, May 11, 2015 10:58 AM
  • I'm using Money Sunset US and I don't see a quarterly report in Money's list of standard reports.  Is your quarterly report one of Money's standard reports that you have customized?  If so, which one?

    Bill Becker

    Monday, May 11, 2015 1:49 PM
  • Account Balance History using from \ through dates
    Monday, May 11, 2015 2:26 PM
  • When I run that report in US Money sunset I see a list of account balances by date.  There is an entry for each date where there is a transaction.  It seems to be working properly.  Are you saying that you see a list of April balances even though you have selected 3/31/2015 as the end date?  

    In the Customize Report screen have you selected "Subtotal by: = Accounts"?  Did you also select "Running Balance: = Use total of prior transaction"?

    Bill Becker

    Monday, May 11, 2015 3:19 PM