Generate reports for cash in brokerage accounts

BH3 Member ✭✭
edited October 2023 in Reports

I'm retired and a substantial amount of my income is dividends from stocks. (I believe other retirees do this too). Every month I go through the exercise of determining how much cash is available for me to withdraw. Having report to show me how much cash in which of the 8 accounts that I have would be useful. What else would be helpful would be for me to see a graph of the amount of cash over time.

Yes there is probably a way to get there indirectly through dividends and deposits in my checking account, but its pretty dependent on making sure everything is set up correctly.


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