Cash is double counted in custom reports

rajamony's Avatar


13 Aug, 2017 02:14 AM

I am trying to create custom investment reports that I can use to segregate my investments into different categories so I can track performance. There appears to be no way to include / exclude cash. How can I ensure cash is included only in one investment report but not the other?

  1. 1 Posted by Tom Freeman on 15 Aug, 2017 06:30 PM

    Tom Freeman's Avatar

    There currently no is currently no way to exclude the cash balance from the investment reporting.

    I agree that excluding cash would enhance the reporting capabilities. I am attaching a suggested feature request o this thread. I can not promise a timely addition of such a feature but i will advocate for it.

    Tom Freeman
    Infinite Kind Support

  2. 2 Posted by Tom Freeman on 15 Aug, 2017 06:33 PM

    Tom Freeman's Avatar

    It does occur to me that if you created a Money Market security(share price $1), you have your cash held there and achieve the result you wish.

    Tom Freeman
    Infinite Kind Support

  3. System closed this discussion on 14 Nov, 2017 06:40 PM.

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