Grapfh & Reports / Investment teanaction

rmerrin's Avatar


10 Apr, 2015 07:39 AM

I tried to use this but it wont do what I need it to accomplish.
Here is what I need to be able to do.
I need to be able to select an investment account at year end. Next I want to select the security and after that I need to select the category's I need that are associated with that security. The would allow me to run a year end report on my NYSE stocks lets say MSFT, GE, and HOG. With a little work I would know the securities, dividends paid and taxes pad and what I actually earned in real dividends after taxes. Now I know you would have to rework the popup that appears once you hit the edit button and the report to allow security and category's. Just incase you thinking use detailed income and expenses I tied that and you cant see what security created which line.

  1. System closed this discussion on 19 Mar, 2016 04:56 AM.

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