Author Topic: Net Worth program  (Read 1995 times)

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Online ideasguy

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Net Worth program
« on: November 22, 2006, 10:10:10 PM »
Ive had this request by email:

Quote
Is there also a facility to display a net worth over all the accounts entered into the program.

The answer was, No, but its a very good idea, and I'll provide the facility.

I asked for a suggestion as to how this would look. Heres the reply:

Quote
As far as my original question regarding a "Net Worth" facility, all that is required is a screen displaying each Bank, Savings, Credit Card account along with their current credit or debit details displayed as totals and at the foot of the screen a net worth which is obviously the sum of those totals.
 
Account          Description        Account No                  Credit        Debit
Halifax          Current Account   12345677                 £xxxxx.00
Barclays        ISA                      87654329                £yyyyy.00
Halifax          Web Saver           56643219                 £   tttm.00
Visa              Barclay Card         33556677                                  £675.00
Morgan         Master Card         63547586                                   £219.76
C&G            Savings                  12456329                £669.00
 
                                                               Net Worth £zzzzzzz.00

I plan to do that over the next week or so.




« Last Edit: November 27, 2006, 11:48:18 PM by ideasguy »

Offline ianmcb

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Re: Net Worth program
« Reply #1 on: November 26, 2006, 01:00:55 AM »
An excellent idea. It will complement my expense summary request.

Online ideasguy

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Re: Net Worth program
« Reply #2 on: November 28, 2006, 01:43:10 PM »
Its now completed and included as a new program in the Bank Genie system.

See this link:
http://www.flowergenie.co.uk/ideas/forum/index.php?topic=259.0

Offline LeeStoddart

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Re: Net Worth program
« Reply #3 on: August 19, 2013, 03:06:26 PM »
With a little apology for raising an old thread..

Is it possible to add an option to save the output from the Net Worth program to a file (as a.csv or as .xls) rather like the Transaction Analyser is able to do.

What I want to be able to do is compare my Net Worth between some points in time.  - For example at the end of each year, for as many years as I have history, or each quarter or month end, or comparing the latest date with the beginning of this year.

So if I could do a number of reports of Net Worth as at (date) then I could load them side by side into Excel and see how much my fortune is growing (or shrinking) by

Online ideasguy

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Re: Net Worth program
« Reply #4 on: August 19, 2013, 03:33:24 PM »
Hi Lee

A very good suggestion.
I was actually planning to something in Version 5, so you could actually save the data within Bank Genie itself.
Now you requested it, I will provide the csv and XLS options as well.