[GNC] How to change date of balance on register?

[Kalpesh Patel]

There is really not a way to specify the date range the way I think you want to -- like today to end-of-month or today to infinity -- that is somewhat dynamically adjusting per se. As David mentioned, you can select from pre-built ones by putting a check mark in the ones that you want to display in the Account page. Out of those ones, I'll say 'Present (USD)' is likely to give you the closest one as it will normalize all accounts in to common USD basis rather than just 'Present' as you will not see the monetary value but amount of shares for each issue you have. If you want a bit more "custom" then you can enable view by 'Period' or 'Period (USD)' and then you can set the period range in 'Edit' -> 'Preference' -> 'Accounting Period' sheet.   

-----Original Message-----
From: David H <hellvee at gmail.com> 
Sent: Sunday, December 10, 2023 5:32 PM
To: Alan Johnson <alan at argentwolf.org>
Cc: gnucash-user at gnucash.org
Subject: Re: [GNC] How to change date of balance on register?

If you click on the down arrow in the header line of the accounts tab far right you can select lots of dates, see below - try "Present" ????

Cheers David H.

[image: image.png]


On Mon, 11 Dec 2023 at 08:12, Alan Johnson via gnucash-user < gnucash-user at gnucash.org> wrote:

> Hello,
>
> I'm running GnuCash 5.4.1 flathub.
>
> Is there a way to change the date of balance shown in the account 
> overview?
>
> For example, I have a checking account with 10,000 in it today.  I 
> have a couple transactions that are future dated which decrease the balance.
>  On the Accounts page, it shows the lower balance of the future amount.
> Is there a way to change which date is the reference date for 
> displaying the balance?
>
> Thanks,
> Alan
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