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Re: Add Additional Expand/Collapse Option in Portfolio View [Edited]
You are right there is no in-between expand/collapse button or feature. But the lot detail is only available if the view is grouped by: Accounts. Therefore to get back to your manageable view more qu…1 -
Re: What's the point of "Search category" when customizing a report?
This takes me to the first category with that word in the name (_DivIncTaxFree) - That is the type of behavior I see, and I take that as the intended behavior. It should filter the list to show ONLY …1 -
Re: Investment Prices
Are you asking for real-time quotes? That has been a problem some users. Try turning that option off. (Edit / Preferences / Investments).1 -
Re: How to add total Gain/Loss to a report
In addition to Investing goals you can also create some additional Security Types. One in particular I make good use of is having a type Money Mkt. Portfolio views and investing reports (except matur…1 -
Re: How to add total Gain/Loss to a report
I appreciate the caution about revising Security Types. There can be unintended consequences. There should not be any asset allocation issues since those are based on Asset Class, not Security Types.1
