diff --git a/austax/reports.py b/austax/reports.py index fec3101..b74bd65 100644 --- a/austax/reports.py +++ b/austax/reports.py @@ -54,7 +54,7 @@ def study_loan_repayment(year, taxable_income, rfb_grossedup): def tax_summary_report(): # Get trial balance balancer = TrialBalancer() - balancer.apply_transactions(db.session.scalars(db.select(Transaction).options(db.selectinload(Transaction.postings))).all()) + balancer.apply_transactions(db.session.scalars(db.select(Transaction).where(Transaction.dt <= eofy_date()).options(db.selectinload(Transaction.postings))).all()) accounts = dict(sorted(balancer.accounts.items()))