Can I do an individual stock report/history?

Barbara Allen

I've recently converted from 2007 to 2020. 2007 allowed me to take one individual stock i.e. Microsoft and print a report on my buys, sells and dividends. Can I do this with 2020 and how. Thank you.

RickO

Yes you can.

1. Click the Investing group register in the sidebar.
2. Then click the Transaction button at the top.
3. In the search box, top right, click the magnifying glass and choose Security/Payee or Symbol depending on which you want to search by.
4. Enter the security name or symbol.
5. The register will now only show transactions for that security.
6. You can further filter the results by Date, Account, Type and Status using the filter pull downs at the top. 
7. Click menu File > Print to generate a report. 
8. You can click menu View > Columns to change which columns are shown (including Symbol if that's not showing in the register).

RickO

Yes you can.

1. Click the Investing group register in the sidebar.
2. Then click the Transaction button at the top.
3. In the search box, top right, click the magnifying glass and choose Security/Payee or Symbol depending on which you want to search by.
4. Enter the security name or symbol.
5. The register will now only show transactions for that security.
6. You can further filter the results by Date, Account, Type and Status using the filter pull downs at the top. 
7. Click menu File > Print to generate a report. 
8. You can click menu View > Columns to change which columns are shown (including Symbol if that's not showing in the register).

Barbara Allen

Thank you very much. That definitely does the trick and much more efficiently than 2007.