request for visual cue to distinguish debits and credits in Investment accounts

jdien07's Avatar

jdien07

26 Dec, 2023 08:32 PM

Whereas for bank accounts where credits and debits appear in separate columns, for a brokerage account, both credits and debits appear in the same column and are indistinguishable unless one looks at the Action column to see if it is a MiscInc or a MiscExp or one does the math on the cash balance. This makes it hard work to make sense of things, especially if one is using a brokerage account for banking. Would it be possible to provide a visual cue as to whether the amount is a credit or a debit? Possibilities include using a separate column as for bank accounts, color coding, putting a negative sign in front of debits, and putting parentheses around debit amounts.

  1. System closed this discussion on 26 Mar, 2024 08:40 PM.

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