Excluding 'zero' investments in reports

[trqcsc]

Hi Mark,

Each year I carry forward more investments that have previously been sold and have a zero value. I have tried to choose report preferences that exclude investments that are zero at the end of the year, but these investments still continue to show up. Any suggestions?

Thanks,
Randy

[Mark]

Hello Randy,

You can "hide" those investments that you've sold. For instructions, see:

http://www.fundmanagersoftware.com/faq_hide_sold.php

Make sure you have "View / Hidden Investments/Portfolios" turned off, or else everything will always show, even if it is hidden or you have the report option to hide zero shared investments turned on.

[trqcsc]

Works great, Mark. Thanks!

Randy