tag:infinitekind.tenderapp.com,2009-01-14:/discussions/investments/5309-cleaning-up-my-securitiesInfinite Kind: Discussion 2020-11-11T21:20:22Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/485400612020-08-12T11:04:05Z2020-08-12T11:04:43ZCleaning up my securities<div><ul>
<li>just another user here. The Investment Transactions report shows account and security for every investment transaction and you can set it to Subtotal by Security. You might need to adjust column widths but there's no need to select an Account/Category.</li>
</ul></div>Bentag:infinitekind.tenderapp.com,2009-01-14:Comment/485400612020-08-12T20:16:16Z2020-08-12T20:16:16ZCleaning up my securities<div><p>OMG. This worked! Brilliant! Thank you. I downloaded it then resorted, getting rid of the subtotals, then put it in a pivot table.</p></div>helentag:infinitekind.tenderapp.com,2009-01-14:Comment/485400612020-08-12T21:10:43Z2020-08-12T21:10:44ZCleaning up my securities<div><p>Yay!!</p></div>Ben