Holdings Report - Sorting Customization Options
I use the Holdings Report to reconcile with my Bank Investment Reports. Unfortunately, the Holdings Report, I do not see any Options to provide the ability to organize it by Investment Types (as an example) to make my reconciliation process easier. The Holdings Report does not allow you to customize it to ADD fields (like Investment Type, Bond Type, for example) to then sort the report so that it mimics my bank report. I am looking for the ability to have a report that does these things to help in balancing my accounts each month. Any Advice or Suggestions?
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