Enable option to sort by tax date

superslacker's Avatar


16 Sep, 2020 10:54 PM

Is it possible to sort by tax date? That would be useful for me in some situations. Thanks

  1. 1 Posted by dwg on 16 Sep, 2020 11:14 PM

    dwg's Avatar

    I'm a fellow user.

    I do not know of a way of sorting by tax date.

    Any discussions around tax dates have been in relation to using them in reports to identify what transactions to include in the report.

    Some time ago I did have a discussion with the developer on perhaps using tax dates in Investment accounts to help implementing and reporting when events like moving securities between accounts occurred.

  2. System closed this discussion on 16 Dec, 2020 11:20 PM.

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