Some accounts are not listed in account report?

[ptr727]

I am starting to using google sheets VLOOKUP() to extract account values in my reports by finding the corresponding balance from a tweaks report CSV export.
I noticed today that my PayPal account was not listed, but my Venmo accounts are listed?

In report PayPal is missing:

In accounts PayPal and Venmo is there:

I also noticed there is a credit card missing:

Not in report:

It looks like I can make the PayPal account show up when I expand the date range to a year from a month, but for e.g. the missing credit card, that still does not make a difference, even if there are transactions in the period for that card.

I am primarily interested in reporting of account balances, so I expect all accounts to always show up regardless of if they had transactions in the date window.

Type of report: I am doing reports, accounts, standard, by subtype.

[RobertParesi]

The way it is designed is the account will appear if beginning balance is not zero, the ending balance is not zero, or there were no pending transactions between the start date and end date.

If you have accounts with zero balances and no transactions during the select time-frame, I'm afraid they won't appear in report.

I know you are using the system I designed for your own spreadsheets and purposes outside of what the extension does, but the purpose of the extension is the reports and what is being displayed. For my design, I'm not expecting empty or unused accounts in the display. This would be an enhancement and would be behind a setting in the future.

[ptr727]

I know you are using the system I designed for your own spreadsheets and purposes outside of what the extension does, but the purpose of the extension is the reports and what is being displayed.

May I then ask for a report feature that forgoes the complex (and to me unexpected) logic and simply reports account balances for all accounts of all types?

[RobertParesi]

Any changes like this would have to be behind a setting.

[ptr727]

Any changes like this would have to be behind a setting.

No concern from me, like I said, I thought this was an account report, not an account report that has special logic to decided if it will report or not :) (Yes, I know from you're perspective it is a feature)

[RobertParesi]

Hi there,

There is a Firefox V4.18 Pre-release. Could you please test this change and make sure it works without regressions?

The reason for the pre-release is that there are some issues with the Accounts Recent Balance API returning only two years (2Y) of information and I'm waiting on word from Monarch Money what can be done to resolve it on their end or my end.

Thank you.