Report Request: Account Balances Over Time

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  • Updated 2 months ago
  • Not Planned
Can I create a Report on Account Balances over time (either all of them or just one)? So, it would be a graph like the Envelope Balance graph.

I'm working on paying off debt, and the best way to see that would be in my changing "net worth" balance.
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park.krista

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Posted 8 years ago

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Steven Tafzil, Employee

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I park.krista,

Thanks for the suggestion, I've added it to our requested features tracker. In the meantime, if you're paying off debt in EEBA, you may want to try this solution to track your debt payments and payoff amount.

http://blog.eebacanhelp.com/2012/04/c...
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park.krista

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I'm using that plan for tracking my debt payment. However, that approach doesn't necessarily report accurately your overall progress because it can't show whether you are "cheating" on saving for longer term expenses.
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Steven Tafzil, Employee

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Hi park.krista,

Could you let me know more about what you mean? We'd love to update our articles to better address our users needs.

Are you saying, it doesn't let you know whether the funds you are budgeting for your debt are in fact taking away from other things you'd like to budget for?

You should be able to track the overall debt with an Annual Envelope, and the monthly payments with a Monthly Envelope. If you're "cheating" on other Envelopes, it should appear in how much you budget in the Monthly Envelope?
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park.krista

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I've just gone through a period where I have had to spend beyond my budget. But, I'm still able to make most of my budgeted credit card payments by simply not saving what i should for my Annual/Irregular expenses. Each individual account doesn't necessarily look bad, but all together my net worth in the accounts I'm tracking shows that I'm not keeping up my rate of growth of net worth.

I know what I'm doing, but I can only visualize it by graphing it in another system. I want to graph my net worth, not just ONE envelope.
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Audrey Chau

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Hi park.krista,

I think there is one option that might be of use to you. In the Envelope Balances report page, there is an option to display 'All'. The total amount in all your Envelopes will match the total amount in all your Accounts.

The graph will represent the growh and decline of your net worth, but we don't have a tool that will show you the growth and decline of any specific Account.

Hope this helps!
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Chris Anders

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This reply was created from a merged topic originally titled Feature Request: Account Balance Report.

Love the product and I am a heavy user of it!

Would love to see an Account Balances report similar to what you have today with Envelope Balances.

Thankyou and keep up the good work!
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Alex Park, Official Rep

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Hi Chris,

Thanks for this request! (I've merged your request in with a previous one of the same kind) This isn't something we're working on right now, but I've added your vote to our tracker for future consideration.