Custom report-Tax Basis, Unrealized Gain, etc.

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Am using FM v3.4.

Trying to create Custom Report to show Tax Basis, Unrealized
Gain, Commissions for stock I bought & sold:

Bought stock on 3/31/1995 with commission of $50.
Sold stock on 3/19/1999 with commission of $40.

1- If I set dates at 3/31/1995 (from) & 3/19/1999 (to), I
get "NA" for Tax Basis & Unrealized Gain & $40 for Commissions.

2- If I set dates at 3/30/1995 (from) & 3/19/1999 (to), I
get "NA" for Tax Basis & Unrealized Gain & $90 for Commissions.

3- If I set dates at 3/31/1995 & 3/18/1999, I get a value for
Tax Basis & Unrealized Gain, but $0 for commissions.

4- If I set dates at 3/30/1995 & 3/18/1999, I get a value for
Tax Basis & Unrealized Gain, but only $50 for Commissions.

In both 3 & 4 above, the Tax Basis value is the same, but neither
reflects the $40 "sell" Commission.

How do I set up Custom Report to show the "true" values for
these stock transactions?

Thanks.
Richard
3/26/99

Replies:

• Re: Custom report-Tax Basis, Unrealized Gain, etc. Mark 12:40:03 3/28/99 (2)
  • Re: Custom report-Tax Basis, Unrealized Gain, etc. Richard Hubbard 15:15:52 3/29/99 (1)
    • Re: Custom report-Tax Basis, Unrealized Gain, etc. Mark 22:13:05 3/29/99 (0)