reports - asset summary
brad
bradhaack at fastmail.us
Wed Sep 12 21:05:44 EDT 2012
I would like an asset summary report which only shows the totals, not
the details.
Example, the account tree looks like this:
Assets
Investments
401k
funda
fundb
Roth
funda
fundb
I would like somthing similar to this:
Investments
total 401k $xxx
total Roth $xxx
The balance sheet report will show something like this:
Investments
401k $xxx
funda $xxx
fundb $xxx
total 401k $xxx
Roth $xxx
funda $xxx
fundb $xxx
total Roth $xxx
The Account Summary get closer and if all of my accounts were the same
depth I think it would work by setting the level of subaccount and the
depth limit behavior, but since they aren't all the same depth (some 2
some 3), that doesn't quite get it.
Some of the selections seem a bit ambiguous to me, ('Parent acct
subttls', 'parent accnt balances'), but I think I've tried everything.
Unselecting the child accounts just meant they don't get included in the
totals.
I may be overlooking some very simple solution, but I've searched and
can not figure it out.
Thanks
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