Re response to Question #2 (below):
Reports do not include initial balance (defined on the account settings screen). Thus for this solution to work properly, if necessary load the initial balance via a transaction.
--- In firstname.lastname@example.org, "jayleighsmith1" <jayleighsmith1@...> wrote:
> For your Question #2 - I don't have a solution for this on the Accounts page - But, maybe thru the Reports page, you could set a custom date & generate a report to show you your current status. The Report format can be saved & re-used at another time by calling the report from your favorites & updating the search date criteria.