Selection

Year

Balances and Activity for each period of the current financial year are graphed.

Full Year

Balances and Activity for the current period last year through to the last available CB period are graphed.

All Periods

Balances and Activity retained in the entire history are graphed.

Range of Periods

Activates the From and To period controls. Select a continuous range of periods to be graphed.

Field1 and Field 2

Two fields can be graphed for comparison. Bs shows base currency. LastYear fields can be used for a prior year comparison.

Deposit Activity

Deposits made during the period.

PeriodActivity

The difference between the opening and closing balances for the period selected.

PeriodClosingBalance

The total account balance as at the end of the period selected.

PeriodOpeningBalance

The total account balance as at the beginning of the period selected.

VariationActivity

The variation activity for the period, calculated as Variation Realised - Variation Unrealised.

WithdrawalActivity

Withdrawals made during the period.

Graph toolbar

Expand Toolbar (Ctrl+F9)

Expand the toolbar to give access to all toolbar options. Press Esc to close the expanded toolbar.

Show/Hide 3D Effect

Toggle 3D effect on or off. The default is Off.

Show/Hide Graph Key

Toggle the graph key information on or off. The default is Off.

Display/Hide Graph Legend

Toggle between showing and hiding the legend below the graph. The default is On.

Note: A second series must be selected in Field 2 for the legend to show.

Show/Hide Average Value

Toggle the average value line on or off. The default is Off.

Print (Ctrl+P)

Print the graph, or save it as a PDF file and send it as an email attachment.

Refresh (F5)

Balances will reload to reflect changes other Users have made.