Multiple filter?

[larryw]

FM Personal 2020

I have a report to track fees from two companies. Right now I use FEE in memo line to pick up the fees but I would like to include another filter to include CREDIT. Is there a way to add both in the filter? Every way I've tried hasn't worked.

[Mark]

Hi larryw,

Are you looking at an Investment Transaction report with this filter:

"Include Only Transactions With Memo Contents"

?

If so, you can only filter by one thing at a time in this report with this filter.

If you wanted to see the amounts of different types of distributions (Fees or Credit), you can use the Distribution types available. Put different distribution types in their own distribution type, and then you can report on them, like in the Custom or Distribution Summary reports. It will be a sum of all distributions of this type per investment, and not a per-transaction basis like in the Investment Transactions report. If necessary you can customize the labels for Distributions under "Options / Distribution Labels...".