The Account Balances by Type report shows a date range at the top. Is the range really relevant at all? Isn't this report showing the status at a single time - the end of that range?

If not - why?  If so, I know it's just a cosmetic change.

Additional question: I'd like to have a modified version of this report, but the change is in the grouping. I'd like to show the stock values grouped by investment account, not individual security, and I'd also like to separate pre- and post-retirement accounts (investment and brokerage accounts). I suppose I could could create top level institutions for both of those, and rearrange my whole account hierarchy, but would hope there is an easier way, even if it involves actually creating a new report. Is there perhaps a wish-list bug here to add a pre/post retirement boolean attribute to accounts?

(Explanation, in case not everyone makes the distinction: in the US, certain retirement accounts have special tax handling - you can contribute a limited amount pre-tax, and then pay taxes only when you withdraw after retirement. There is also a newer type of account, where you contribute after taxes, but then pay NO taxes on withdrawal - either capital or growth.)

Jack

Reply via email to