Cost Basis report and Lots

louis's Avatar

louis

15 Apr, 2018 08:47 PM

The Cost Basis report is currently more like a transaction report. It includes both Buy and Sell transactions; the Buys show the total shares bought even if some have been sold, and the Sells don't indicate which Lots were sold, only the Cost Basis (when using lot-based accounting). This report should really only display the Lots still owned along with the Cost Basis for the lot.

Is there any way to view the current Lots owned and their Basis?

  1. System closed this discussion on 15 Jul, 2018 08:50 PM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac

Recent Discussions

19 May, 2019 01:00 PM
19 May, 2019 12:20 PM
19 May, 2019 10:30 AM
19 May, 2019 10:19 AM
19 May, 2019 08:29 AM