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Investment Transactions - Opening balance

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

Postby Glenn2 » Tue Mar 09, 2010 2:04 pm

With the Investment Transactions report, it shows a running balance but does not show an opening balance. How do I get one?
Glenn2
 
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Postby Mark » Tue Mar 09, 2010 4:04 pm

Hi Glenn2,

There isn't an option to show the beginning balance on this report. You can get that from a variety of other reports, like a Portfolio Value or Portfolio Performance report.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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