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include income from sold assets

Questions on using, creating, or understanding data in Fund Manager reports.

Postby alpappy » Fri Mar 14, 2014 2:15 pm

Hi

On the bond report I need to include coupons from bonds sold or redeemed during the year oNce redeemed I remove them from my active list How can I get a report to show this income but not have the bonds in my active list anymore

Thanks
alan
alpappy
 
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Postby Mark » Fri Mar 14, 2014 2:24 pm

Hi alan,

How are you removing them from your sub-portfolio? If you hide an investment, it won't be displayed unless you turn on "View / Hidden Investments". If you close an investment, it is no longer part of your portfolio, and won't be displayed unless you were to re-open it.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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