Month Wise Income Summary

[divinest]

Hi Mark,
Suggestion for future releases
Since we have the limitation of max 6 date ranges, would it be possible to have a custom report format like the monthly performance report, have the projected dividend income or past dividend paid broken by month, or is there a way to do it already,

Eg:

Security Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
ZZZ $$$ - - $$$ - - $$$ - - $$$ - -
YYY - - $$$ - - $$$ - - $$$ - - $$$
AAA

Thanks!

[Mark]

Hi divinest,

Thanks for the feedback. We could add these as options as new "Performance Metrics" to the existing Monthly Performance report. Also, you can get a monthly breakdown in the "Income Schedule" report. This is projected income, based on the "Investment Properties... / Income" settings for each investment.

[divinest]

Thanks Mark, that works.