Investment Transactions Report

Use the Investment Transactions report to see payments and deposits in your investment accounts.

When you click the Update button, it will show you a list of transactions, grouped by investment.

HINT-- Use Investment accounts for stocks, bonds, IRA's, and any other assets that don't fit into one of the other asset account classes.

To view transactions for a particular date range, change the value in the Date Range field.

To group the accounts in a different way, follow these steps:

1. Click the More Details checkbox.
2. Click in the Breakdown popup field, and enter Company Division, Income Tax Class, Main Account Class, Sales Tax Rate, Status or Transaction Type.
3. Click the Update button to fill in the accounts in the new format.

To change the data that shows in the table, use the Custom Layouts command.

For more about using reports, click here.

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