Problem With Maturity Dates Report

jldavid47 Member ✭✭✭
edited March 2023 in Reports (Windows)
Reports -> Investing -> Maturity Dates for Bonds and CDs

Very useful report. However there are a couple of problems:

1) If you sell the bond it still shows up on the report. If I sell the bond prior to maturity I really don't care to see it in this report.

2) If you sell the bond and then subsequently repurchase the same bond in the same account it shows up twice in the report. That shouldn't happen.

There is a workaround for problem #1. If I edit the bond details and delete the maturity date the bond no longer shows up in the report. That's OK, but it would be nice to have an option to only show bonds that are currently owned by default.  I have not been able to find a workaround for problem #2.

I hope there's a fix in a future release.


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