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Re: Report

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Posted by Mark on August 30, 2000 at 08:11:48:

In Reply to: Report posted by Charlie Woll on August 29, 2000 at 19:39:07:

: I would like for a selected time period list for each investment the date and transaction (buy, sell, dividend, etc) and amount.
: Can't see how to create this custom report. It is useful to check that all transactions are correct and get an idea what i've done over a period.

: i.e.
: investment #1
: 1/1/00 purchase 100 shares $50.00
: 1/30/00 dividend 1 share .25
: investment #2 etc..........


Hi Charlie,
Use the "Investment Transaction" report type, and under the "Investment"
option choose "", which will be listed at the bottom of
the list of open investments.

Thanks,
Mark
--
Mark Beiley

Fund Manager for Windows 3.1x/95/98/NT





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