Re: subtotal by currency

[ Message Board ] [ Archives ] [ Search ]

Posted by cliff krause on April 19, 2007 at 16:30:42:

In Reply to: Re: subtotal by currency posted by Mark on April 17, 2007 at 18:17:52:

: : : Mark:
: : : Would it be possible to subtotal and/or list by by currency?

: : Hi Cliff,

: : Good idea, we'll see about adding this into 9.0. You can't do this in 8.x directly, but you could using a work-around. You could use your asset type or investment goal categories as currencies, and then you can sub-total by these categories.

: : Thanks,
: : Mark
: : --
: : Fund Manager - Portfolio Management Software

: Hi Cliff,

: I should add that you can display the "Pie" and "Stacked Value" graphs by currency, but sub-totaling by currency in reports isn't currently available.

: Thanks,
: Mark
: --
: Fund Manager - Portfolio Management Software

Thanks Mark. I will use asset type to sort the currencies for now. I previously mentioned we could use a few more than 8 currencies in the next version.

Cliff Krause

Replies: