Running total for a specific security
This question has been asked or suggested previously. See http://help.infinitekind.com/discussions/suggestions/876-running-total-for-shares-in-securities-register. As of 2/26/2019 there does not seem to be a fix.
In the securities detail tab of a particular investment account, when a single security has been selected, in the register in the upper left, it would definitely help if there were a running total of the number of shares for that particular security. It already shows the number of shares that were bought or sold in a particular transaction. However, the remaining total of shares is not present and should be easily calculated. This would allow one to find where errors took place when trying to do updates and reconciling.
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System closed this discussion on 28 May, 2019 11:50 PM.