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Income from T-bills and T-notes

Questions about updating prices or transactions in Fund Manager

Postby Sterling25 » Wed Jul 26, 2023 2:30 pm

Is there a report that shows income from T-bills and separately from T-notes?

When I print out a capital gains report, my income from my T-bills is shown as a short-term capital gain. What am I doing wrong?
Sterling25
 
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Joined: Tue Jun 27, 2017 4:44 pm

Postby Mark » Wed Jul 26, 2023 4:05 pm

Hi Sterling25,

A Capital Gains report will show gains for all investment types. Adding the ability to filter by type is something on our to-do list. You could put all your investments you want to separate into their own subportfolio and run the report at that level.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Location: Chandler, AZ


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