Tracking Changes in Account Balances for 401(k)

[Cinistix]

Hi Randy, i moved my question to the balance history tracker comments. looks like Yossiea will be looking into it. thanks

Balance History Tracker

@Cinistix Yes, you can choose different date ranges including this month/last month or even a custom range when you use the Period drop down menu. [Screenshot 2023-11-03 at 6.02.04 PM]