simple report help
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Posted by L Larson on July 30, 2005 at 08:29:42:
Continuing to make simple things difficult, I would like to (simply) have a report that would calculate how much my portfolio made that week, gross, no CG or taxes.
Ended up using the Custom report that allows 6 time intervals and set each of those to a week. And selected my variables.
However 6 time periods with 6 or 7 variables each does not fit on a sheet of paper even Landscape.
SO then I print in two parts, setting the time period to 3 etc.
Now I carefully used time slots in which I had no buys or sells, to keep the amount in each investment having no principle added.
BUT in fact I should be able to to such a report and have any purchases 'neutralized' hence keeping a running track of weekly income or loss.
EZ to do on a spreadsheet, again, so WHEN will FM give us tools to do that since its often cumbersume to use FM itself to help us manage? An oxymoron?
Any suggestions/format would be helpful. Per usual, NO WAY to export a report as a CSV..... WHEN will you make that happen?? i.e. FM has 'to Quicken' (or used to) allowing that conversion...... Lars
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