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.
Target Report
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Angeman
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- Joined: 28 December 2008, 21:28
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Re: Target Report
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
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.