Expected Income Reporting

[AssetHound]

When income from an investment is substantially back-end loaded, it's not possible to get an accurate estimate of the percentage of expected income (as entered into expected future income properties) realized to date. It would be useful to simply be able to add up expected income (from the properties) and actual distributed income and divide. Being able to differentiate between distributions and reinvestments would probably be a good calculation feature as well.

Knowing whether or not you are on track with expected income, during the course of the year and across many different investments, is an extremely useful reporting tool.

Thanks for providing probably the most useful portfolio manager software in the market today for individual investors.

[Customer Support]

Due to vacation, technical support will be unavailable until Monday, August 15th. We will reply to your post on Monday.

[Mark]

Hi AssetHound,

Thanks for the feedback/idea. You can write your own user-defined custom report field to get a limited version of this now. There is the field

Projected_annualincome

which you can use to get the expected income over the next year. You can add this to past distributions, and divide by whatever other field you want. This field is only for 1 year though, so that is why I say it is a limited version of what you are asking about. Also, you need to have Professional or Advisor to write your own user-defined custom report fields.