Need to reflect only 50% of the value for a specific account

Microsoft Excel
1

One of my accounts is of a small business which I own 50%.

I kindly request help to show me how to modify the template so that the Networth Graph and the Balances tab reflect 50% of the imported data. I can use an Account Group as a criteria to use to check if the values are to be divided by 2.

I would like the imported transaction and balances data remains intact (to reflect the correct checking account values)

Thanks in advance

3

Hi @jorgeelizondom,

Is your request for help still outstanding or did you resolve it already? I noticed you posted 18 days ago and didn’t receive any responses.

For the Net worth Graph, I assume you are referring to this one linked below?

Docs: Net Worth Tracker

I’m tagging @randy to this post since he is the developer of the solution. Maybe he will have a quick answer for you.

Clint

4

Hi Clint,
What I ended up dpoing was to create a calulated column in the balance history table that multiplies the balance amount by 50% only if it belongs to the specific group. Then I changed all references to the balance column to now reference the new calculated column.

Thanks for monitoring my question

1 Like
5

I’m glad you got the calculation solved!