Issues with "Assets over time" report

Adrien Monteleone adrien.monteleone at gmail.com
Wed May 24 15:44:34 EDT 2017


I’ve mine set to Most Recent since I was only concerned with current Balance Sheet and P&L statements, but I can see now using the bar charts and historical reports that Nearest In Time is much more entertaining. Thanks!


> On May 23, 2017, at 11:19 PM, Edward Doolittle <edward.doolittle at gmail.com> wrote:
> 
> My understanding is that Weighted Average is reasonable as a default for an accounting program, where prices are determined by actual buys and sells. "Nearest in time" is, as John Ralls has said, mainly for "entertainment value" ... it is not accounting. On the other hand, most of my saved reports use Nearest in time ... I appreciate the entertainment, what can I say.
> 
> On 23 May 2017 at 15:42, Adrien Monteleone <adrien.monteleone at gmail.com <mailto:adrien.monteleone at gmail.com>> wrote:
> 
> > On May 23, 2017, at 3:19 PM, Jose Gómez <adler at dreamcoder.org <mailto:adler at dreamcoder.org>> wrote:
> >
> > Yes, I meant the the Assets Bar Chart, thanks.
> >
> > Changing the setting as you suggested has fixed the issue. Now stocks show
> > the same amount as in the list of accounts. Thanks! :)
> >
> > I don't understand is why the Assets bar chart report has by default the
> > weighted average option selected, whereas the Assets pie chart has as a
> > default nearest in time.
> 
> Not sure, but I recall other reports I’ve run the first time I had to switch away from Weighted Average. That might be a system default for all reports. But I usually am running saved configurations so I don’t usually notice this any more.
> -Adrien
> 
> >
> > Regards,
> > Jose.
> >
> > I'm guessing you mean the Assets Bar Chart?
> >>
> >> Try the setting Options -> General -> Price Source, set it to "Nearest in
> >> Time"
> >>
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> -- 
> Edward Doolittle
> Associate Professor of Mathematics
> First Nations University of Canada 
> 1 First Nations Way, Regina SK S4S 7K2
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