Report to show security purchases
I am trying to find a way to print a report that shows all stock purchases for 3 different investment accounts. Any ideas?
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1 Posted by Stuart Beesley ... on Jan 25, 2021 @ 11:15 PM
Are you after actual buys txns or to total the stocks held over several accounts?
2 Posted by -Kevin N. on Jan 26, 2021 @ 12:26 AM
Hi enich,
Give the Investment Transactions Report a try.
When setting the parameters, be sure that the 'Account' parameter is not ticked otherwise the report generated will be limited to only 1 account.
-Kevin N. (not a member of MD support)
3 Posted by enich on Jan 27, 2021 @ 01:38 PM
Stuart,
I am looking for a way to list all the buy transactions with their amounts as well as the total amount spent. This could be for one account at a time or all three.
4 Posted by Stuart Beesley ... on Jan 27, 2021 @ 01:40 PM
Have you tried the Investment Transactions Report?
5 Posted by enich on Jan 27, 2021 @ 01:42 PM
Yes but I don’t see a way to just get only the buys and not all of the other transactions.
6 Posted by -Kevin N. on Jan 27, 2021 @ 02:07 PM
Hi enich,
In the Investment Transactions Report, set the 'Subtotal By' parameter to 'Subtotal by Action'.
It will still report on all of the transactions but the 'Buy' transactions will be totaled separately.
-Kevin N. (not a member of MD support)
-
7 Posted by Stuart Beesley ... on Jan 27, 2021 @ 03:09 PM
... and another method... I have an extract that can dump your investment data to csv for opening in Excel... You can then filter on Buys... It's called extract_investment_transactions_csv - available here:
https://yogi1967.github.io/MoneydancePythonScripts/
8 Posted by enich on Jan 27, 2021 @ 03:32 PM
Thank you both. I will give these a try this afternoon.
Melissa closed this discussion on Feb 12, 2021 @ 10:36 AM.