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Re: How to add total Gain/Loss to a report
How many groups do you have and how often do the securities in each group change? You can repurpose any of the standard views and there are 20 custom views you can set up however you want. As you men…1 -
Re: Need "Find Next" when searching for categories to include in report
I'll vote for this. Note that the "Early access" version of the report customization has a larger Category selection window, but it is buggy and sht search function is no better than t…1 -
Re: The Community Meetup- August 2024 Edition
@BobP I agree it would be nice if there was an easier way to record donated securities, but I don't think this scenario comes up often for most users. You could create an Idea post for that and …1 -
Re: Product Enhancement Request: Please add "Make Deposit" function like in QuickBooks!
This may seem like a simple request, but an issue is that currently banking transactions can be split among several Categories but each transaction can only have one Payee. When multiple checks are d…1 -
Re: Is Morningstar Portfolio X-Ray still working?
The forum search works pretty well for me. I start on the Discussions page using a new browser tab. For example, if I type SAMLERROR I get this which leads directly to several relevant discussions on…2
