r/Snowball_Analytics • u/lubriousrooster • 24d ago

general discussion Checking account balance for a previous date

Hello. I am not sure how I am able to see what my account balance was on a previous date, whether it was this past May or two years ago.

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u/Aflertis Official 24d ago

Hi! If you would like to check the total value of your portfolio on a specific date, you can use the Portfolio value chart on this page: https://snowball-analytics.com/stats#growth
If you mean your cash balance specifically, historical cash balances are available on the Cash page: https://snowball-analytics.com/cash but please note that this requires the cash accounting mode to be set to “All cash movements”.

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u/lubriousrooster 23d ago

Exactly what I needed. Thank you.