Investment Account Register Filtering

Tim M

Allow for filtering an investment account register for ticker symbols or transaction type

evilknieval

Or filter on amounts

maxwelwp

Probably not what you are looking for but might help in the interim…

If you have "Security Display in Register" checked to show Symbol:Security and use the "Find" function, enter the security symbol you are looking for, that security will be displayed in the search window.

[Deleted User]

@Tim M another workaround is to sort the investment register by the item (security, action) you are searching on.

But I agree, having the ability to filter investment transactions would be a good tool to have.