viewing balances

[sandra wells]

I am just changing to accountz from Money 97 and gradually finding my way. However if I want to look back over the days/months and see my specific balance at that time on any of my bank accounts - how do I do that e.g my bank account shows the running balance in the right hand column.

[Rob]

Hi Sandra

You do this in Accounts (not Entries) e.g. for an account called "Barclays" in Accounts, move to its right a couple of inches and then:-

1. Double-click on its balance in either Statement or Current or Forecast and an auto report will spring up and then...

2. In that auto report, either click on its summary button at bottom left or right-click and select "summary" from the drop-down menu and another auto report will spring up showing monthly totals.

Both types of report are shown about half way through this video:-
http://www.youtube.com/user/PersonalAccountz#p/u/6/4VZlL70Xmsg

Have a look at the link below especially the seventh post down that explains e.g. that Money users will tend to try and use Entries for information - this will drive you mad! Use Accounts instead etc:-
http://www.accountz.com/paz/pazforum/viewtopic.php?f=10&t=587