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Target Report

Posted: 18 August 2018, 13:37
by k13t
Hi, is it possible to generate a report which I can use to aggregate the value of assets across accounts and compare to a fixed target value? In other words I'd like to know how I am doing against a specific savings target.

Kind regards, k.

Re: Target Report

Posted: 18 August 2018, 16:44
by Angeman
If I get it right you'd like to know the total balance of all your savings accounts to compare it to a specific target ? If so you juste have to group all these savings accounts in a new accounts group ant it will display the total balance.

Re: Target Report

Posted: 19 August 2018, 17:09
by k13t
Ok, that's helpful. I then get the view I was looking for via the Balance Evolution graph. Is there a way to add a target to this same graph? Thanks for the help.

Re: Target Report

Posted: 19 August 2018, 20:12
by Angeman
No sorry it's not possible.