Investing Report

Mark Androw

How can I create a report that shows me all transactions for a single security?

J_Mike

You generate this transaction report in the account register.
With the register displayed - set the date range for All Dates.
Go to the Search Box - upper-right.
Key in the name of the desired security - or, with the latest release, enter the Symbol (Symbol column must be displayed).

The register should display the complete history of the desired security.
You can then print the register.

J_Mike

You generate this transaction report in the account register.
With the register displayed - set the date range for All Dates.
Go to the Search Box - upper-right.
Key in the name of the desired security - or, with the latest release, enter the Symbol (Symbol column must be displayed).

The register should display the complete history of the desired security.
You can then print the register.

Mark Androw

Thanks for the quick response. I'm anxious to see the new investment reporting features in future versions.