How tho add up invested amounts over a date range
Options
judyaf
Member ✭✭
Want to total amounts in column "invest amt" in 1 month. I can select the range of transactions to include but how do I sum up entries in that column
0
Best Answer
-
If the Investment Amt is identical to the Amount column for the set of transactions, select them and just look toward the top right corner of the register. The total of the selected transactions is listed there.
If Investment Amt is not the same as Amount for all of the transactions (not always the case), then I'd suggest:
1. Select the transactions
2. Click menu Export > Register Transactions to CSV File
3. In the popup window, select Export: Selected Transactions Only
4. Open the CSV file in Excel or Numbers and use the summation function to add them up.Quicken Mac Subscription; Quicken Mac user since the early 90s5
Answers
-
Example: I create a date range 12/1/19 to 12/31/19 : then Find "Reinvest Dividend" : result shows a column "Invest Amt". Is there any way to total the amounts in that column?0
-
If the Investment Amt is identical to the Amount column for the set of transactions, select them and just look toward the top right corner of the register. The total of the selected transactions is listed there.
If Investment Amt is not the same as Amount for all of the transactions (not always the case), then I'd suggest:
1. Select the transactions
2. Click menu Export > Register Transactions to CSV File
3. In the popup window, select Export: Selected Transactions Only
4. Open the CSV file in Excel or Numbers and use the summation function to add them up.Quicken Mac Subscription; Quicken Mac user since the early 90s5
This discussion has been closed.