I know that these custom KPIs use saved searches, but, the only way I can see to get a "balance" from an account for some time, is to perform a "Transaction" search; filter on that account, then SUM() the "Amount". I believe the problem though; is, when this saved search is fed in as a custom KPI, the KPI portlet "filters" the date for those account journals. Thus, we only see the SUM() of all journal activity for that account between days "X" and "Y". What we WANT to see is the SUM() of all journals from the beginning of time, up to day "Y".