Buy or Sell

Mike V.'s Avatar

Mike V.

18 Mar, 2019 01:37 AM

How do I get a list of all my sell transaction in an investment account for a specific year?

  1. 1 Posted by dwg on 18 Mar, 2019 02:10 AM

    dwg's Avatar

    I'm a fellow user.

    Try using the Investment Transaction report and select the Cheque # field put in the word Sell. Set other parameters as desired.

  2. 2 Posted by Mike V. on 18 Mar, 2019 02:26 PM

    Mike V.'s Avatar

    Thanks. But Check # contains the check number of checks written. What I need is a filter on the Action Field which I have not been able to find.

  3. 3 Posted by -Kevin N. on 18 Mar, 2019 03:44 PM

    -Kevin N.'s Avatar

    Hi Mike,

    What I do to facilitate this is to include the action in the 'Description' field of the investment transaction.
    For example, in the 'Description' field I enter:
    Buy: Microsoft
    Sell: Microsoft
    Dividend: Microsoft
    Dividend Reinvestment: Microsoft

    The 'Transaction Filter' report then allows for the use of the 'Description' field as a parameter for generating the report on the desired action.

    -Kevin N. (not a member of MD support)

  4. 4 Posted by Mike V. on 18 Mar, 2019 03:58 PM

    Mike V.'s Avatar

    Thank you for the workaround. It would be nice if the filter allowed filtering on all fields. I have run into a similar issue trying to filter out transactions in my investment register that has a check number. Tax time is pure misery.

  5. System closed this discussion on 17 Jun, 2019 04:00 PM.

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