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HOWTO:Find balance of account on a certain date in skrooge

skamatdh
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I see that in dashboard plugin of skrooge it gives the accounts balance considering all the operations for that account i.e. past, current and future opertaions.
I could not find any way to determine the balance on any other date.
It would be nice if the the plugin takes any date and displays the account balance as on that date.
xD
User avatar smankowski
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Hi,

In "operation" page, if you click with the right button of the mouse on the header of the table, you can add the "Balance" column.

Thank you for using Skrooge.

Regards,
Stephane


Skrooge, a personal finances manager powered by KDE4
http://skrooge.org
skamatdh
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Oh I did not see it before... 8) It is indeed very useful...

Just could not resist asking one more question... what is the difference between the columns 'Balance' and 'Balance Entered' on the operation page? Both show the same value....

Thanks for the wounderful application...
User avatar smankowski
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Hi,

The column "Balance" is the balance of the account in the primary unit.
The column "Balance entered" is the balance of the account in the unit of the account.

Example: if your primary unit is Euro and if you have an account in Dollar, then the "Balance" will be in Euro and the "Balance entered" will be in Dollar.

Thank you for using Skrooge.


Skrooge, a personal finances manager powered by KDE4
http://skrooge.org
skamatdh
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Hi,

Just adding to your answer in post two. I see that in dashboard plugin itself on accounts (Light) I can right click and select 'Only Past Operations'. This would give me a view of balances of all the accounts as of today very quickly. This is very handy feature. ;)
I wish if this feature could be enhanced further so that it allows user to select any date in past to quickly get the overview of the state of all the accounts on that date.
I am not sure if this would make sense to everyone :-\ , but I would love it :* .

Anyways I love using this application.

Thanks to all for the good work
User avatar smankowski
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skamatdh wrote:I wish if this feature could be enhanced further so that it allows user to select any date in past to quickly get the overview of the state of all the accounts on that date.
I added the idea in our TODO list.


Skrooge, a personal finances manager powered by KDE4
http://skrooge.org

 
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