To limit the report to certain accounts based on dynamic criteria, choose this option from the popup menu button. When no accounts are checked, all accounts are included in the report. If you want to limit the report to certain accounts, choose this option from the popup menu button and check off the accounts you want to include. Using the popup menu at the top of the screen, choose one of the following options and configure its settings accordingly:īy default, new Net Worth reports include all accounts, whether or not they are hidden. This screen lets you define the scope of the report by choosing which accounts are included.
iBank will ask what type of report you want:Ĭhoose "Net Worth," then click "Next" to continue. Create a Net Worth reportĬlick the plus (+) button on the toolbar and choose "Add Report," or choose Tools > Add New Report. iBank's Net Worth report includes a bar graph that shows your net worth over time, pie charts showing breakdowns of your assets and liabilities by account type, and a balance sheet that details your assets and liabilities on a specific date. Cash you have in your accounts is included as well as any investments you hold. Your "net worth," also known as your "wealth," is calculated by taking the value of your assets (money you hold) and subtracting the value of your liabilities (money you owe). The Net Worth report type is used to determine the total value of all your accounts. Report Types: Net Worth How do I use the Net Worth report?
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