Showing Net worth


D

dave

Hello: We use QW 2003 and am upgrading to QW 2006 premier.

Is there a way with QW 2003 to show our Net worth at a particular date.
I go into the Portfolio view & change the date to example "
12/31/2004". In the screen it does show some equities but only about
<15%.

Is there another tool I can use to determine out Net Worth at the end
of 2004. We have been investing longer than that, so the numbers
tshould be there?

Thank-You
 
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J

John Pollard

dave said:
Hello: We use QW 2003 and am upgrading to QW 2006 premier.

Is there a way with QW 2003 to show our Net worth at a
particular
date. I go into the Portfolio view & change the date to
example "
12/31/2004". In the screen it does show some equities but only
about
<15%.
Every "view" on the Portfolio tab is individually customizable.
You can select the accounts and securities to appear in each
view ... and you can elect to show closed lots or not. If your
investment holdings seem incomplete as of a certain date, you
may not have the correct accounts/securities selected - see also
hidden accounts and securities.
Is there another tool I can use to determine out Net Worth at
the end
of 2004. We have been investing longer than that, so the
numbers
should be there?
The Net Worth report will work equally well. Also, if you are
seeking reports to assist you in verifying that your conversion
goes well, you might consider the Account List report. In
addition to balances, it shows transaction counts, which can be
useful for verification. (Don't get overly concerned if the
counts are not exactly the same after a conversion; but if you
have other evidence of a problem, you can start looking in
accounts with differing transaction counts).
 

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