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Units and time based reporting

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simonsays
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Units and time based reporting

Sun Sep 19, 2021 5:55 am
I'm a new Skrooge user and still getting my head around some of the concepts. I've followed instructions around property and shares saying to create accounts for the number of units owned, and units for each investment. For example, accounts with units like the following:
    1 apartment
    11 shares of one type
    5 shares of another type

I have values by different dates captured within each Unit. For example:
    Apartment buy price on 1 July 2020
    Apartment value at 1 July 2021

When looking at reports with time dimensions, only the most recent value is used for any time period in the report. What happens as a result is my current investment values show as my worth 10 years ago.

Is this how it's supposed to work or am I missing something?

Thanks!
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JesusM
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Re: Units and time based reporting

Thu Dec 16, 2021 8:15 am
I've been wondering this for some time as well, and I really think this is not the intended behaviour. I'd love to see these reports improved eventually, taking into consideration the change of the assets value for the time based reports.


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