User-Defined Field Equation?

[ACuriousInvestor]

I would like to calculate the number of days (or months, years, etc.) until a CD or bond matures and capture that output in a column next to each security in a custom report.

I have the maturity date of the security stored in a user-defined field, but I'm having trouble with writing the correct equation. Is there a way to write an equation that will calculate the difference between that date and the report date?

Thanks in advance for the help.

[Mark]

Hello ACuriousInvestor,

The equation for what you describe would be:

Maturity_date-ENDDAYS()

or

CIP_date-ENDDAYS()

The first one is if you're using the "Maturity Date" in the "Income" tab where you choose "Bond Interest" as your income style. The second one is if you're using a custom investment property to store this date. In that example "CIP_date" is the label of the specific custom investment property storing the date.

[ACuriousInvestor]

That did it! Thanks.