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Jan 1, 2019
1:23:40pm
Acorn All-American
Yes. You can summarize or list every account if you want
It makes a pretty cool spreadsheet to see the last 5, 10 or 20 years go left to right. I tend to summarize by category. For example, my checking, savings, and money market account would be listed as "cash" rather than all three. However, some might want to track those, and if so, you would include them. That determination is made only by the user...you. What do you want to measure? For someone trying to get out of debt, they might want to leave the list longer so they could see the progress made over time based on zero lines, versus only a single lump sum decreasing.

on the other assets, you might have things like rental property or non publicly traded company investments. The list could be very long. All depends on your needs.
This message has been modified
Originally posted on Jan 1, 2019 at 1:23:40pm
Message modified by Acorn on Jan 1, 2019 at 1:26:18pm
Message modified by Acorn on Jan 1, 2019 at 1:30:27pm
Message modified by Acorn on Jan 1, 2019 at 1:31:14pm
Message modified by Acorn on Jan 1, 2019 at 1:31:53pm
Message modified by Acorn on Jan 1, 2019 at 1:33:01pm
Message modified by Acorn on Jan 1, 2019 at 1:33:17pm
Message modified by Acorn on Jan 1, 2019 at 1:33:59pm
Acorn
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Acorn
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Nov 25, 2004
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Jun 16, 2024
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1/1/19 11:02am

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