Investment Transaction report question

[larryw]

I've created an Investment Transaction report that I like. It subtotals by Investment. Is there a way to also have a Total line that includes all the above like what's shown at the bottom of Portfolio Performance (I have include totals)?

[Mark]

Hi larryw,

Yes. See "Options / Report Preferences... / Investment Transactions / Report Totals:".

[larryw]

I've checked those options but the totals are only for each investment and doesn't show for all.

Each investment account shows lines of activity for each account with a total for that account. I'd like to see a summary below all that or at least a single line that would show the grand total for each.

What I'm looking for is something like this at the bottom of the page:
Investment A $500.00
Investment B $600.00
Investment C $800.00
Total All $1,900.00

Or
Total All $1,9000.00

Am I missing an option that does this?

This is for the personal version.

[Mark]

Hi larryw,

I think you may be calling an "Investment" what is really a sub-portfolio? There is no option to total by investment. You can either have sub-totals by sub-portfolio, or no sub-totals. When you have sub-totals by sub-portfolio turned on, only those sub-totals are shown, for each sub-portfolio. There is no option to get both totals for each sub-portfolio and totals for all sub-portfolios at the same time. If you turn off sub-totals, there will be totals for all sub-portfolios.

[larryw]

Thanks, Mark. You are correct I was wrong. I meant sub-portfolio. Thanks for the clarification.