Account balance report

Overview

The Account balance report shows the current balance and cleared balance for selected Accounts as of a chosen date. Open it by clicking the print button in the Account list toolbar.

Account selection

The left side of the dialog shows a tree view of all your Accounts. Select the Accounts you want to include in the report. Two selection buttons are available:

• Select all Accounts – Selects every Account in the list.
• Clear selection – Selects nothing.

Your selections are remembered between sessions.

Date range

The date drop-down chooses the point in time for the report:

Option	Description
Everything	Includes all Transactions regardless of date.
End of this month / quarter / year	Balances as of the end of the current period.
End of last month / quarter / year	Balances as of the end of the previous period.
End of 2–5 quarters ago	Balances as of the end of earlier quarters.
As of custom date	Enables a text field where you can type any date.

When you type a date directly into the date field, the drop-down automatically switches to the custom date option. The date field is unavailable while Everything is selected.

Columns

Two checkboxes control which columns appear in the report:

Column	Description
Balance	The total balance of each Account as of the selected date.
Cleared	The balance considering cleared and pending Transactions.

You can show both columns together or either column by itself.

Output options

Four buttons on the side provide output options:

Button	Description
Print	Sends the report to your printer.
Preview	Opens a print preview window where you can review the report before printing.
Copy to clipboard	Copies the report as tab-delimited text, suitable for pasting into a spreadsheet.
Export to file	Saves the report as a CSV file. A save dialog lets you choose the location and filename.

The printed report uses a portrait layout with Account names on the left and amounts right-aligned. The report title includes the selected date when a specific date is chosen.