I’m looking for a simple way to generate a sheet similar to “Balances”, but for a date in the past not today. Of course I can dig it out of “Balance History”, but it requires manual effort. Also, some of my accounts may not have gotten a fresh on the particular date of interest, so it’s often not a simple date filter. The “Balances” sheet nicely acquires the latest logged balances, some of which are today’s, but some may be older. Any clever ideas? Thanks.
Hi @ninneman - maybe the Net Worth snapshot is similar to the functionality you’re looking for.
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It is a perfect solution. Thank you very much.
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