Add a High/Low indicator in Reports (edited)
RaolinTheDense9476
Member
The single most useful report for my purposes would be a month over month comparison of the high and low balance values, potentially with the dates they were reached. Ideally this could be viewed per account or rolled up balance. Using arbitrary numbers, if I know that I'm hitting 10k in checking most months and go down to 4k in checking as things are withdrawn, that tells me I can put 2k into a higher yield account while maintaining a buffer.
Tagged:
1