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Transaction Reports

Comments, critical feedback, praise, or suggestions for new features.

Postby Gally » Sun Jun 05, 2011 12:20 pm

Can I strongly request a summation possibility in the transaction report. I use this to check my manual data entry and use filters to remove unwanted transactions so the report becomes meaningful.

This would be really useful to me
RGDS Gally
Gally
 
Posts: 45
Joined: Fri Feb 20, 2009 3:42 am

Postby Mark » Mon Jun 06, 2011 9:19 am

Hi Gally,

Thanks for the feedback. I do agree this would be a very good improvement. I can envision having multiple total lines, kind of like the Capital Gains reports, so you can see the totals of each type of transaction, like total buys, total dividends, etc.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Posts: 11834
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby Gally » Mon Jun 06, 2011 9:55 am

Great when can we have it, I asked for this in V10 and now we are V11

So the sooner the better

Thanks
RGDS Gally
Gally
 
Posts: 45
Joined: Fri Feb 20, 2009 3:42 am

Postby Mark » Mon Jun 06, 2011 10:05 am

Hi Gally,

I cannot give you a specific version or date when it will be available. We do not commit to if or when we will implement any specific feature until after it is available.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11834
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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