A FamZoo parent recently asked:
“I seem to remember that there was a way to generate a chart of balances over time. Where can I find that? One of my kids is religious about saving. One spends almost everything they have. I’d like to show the balances to them.”
Specific answer:
You’ll find a chart of the monthly closing balances under Bank > Balance History.
- You can select the desired account from the dropdown in the upper right.
- You can adjust the duration from the dropdown in the left-hand sidebar.
- You can click on a bar in the chart to navigate to the underlying transactions.
Broader answer:
Stepping back, there’s a bigger question and objective here: what does the transaction history say about my family’s money behaviors, and how can I nudge them toward good money habits going forward (without alienating them)?
Newer Posts
