Creating Investment Reports
Investment Reports allow you to track realized gains and losses across accounts of your choosing and over the time period of your choice. Creating investment reports is easy, just follow the steps below.
Creating a Investment Report:
- Select the Reports View by selecting "Reports" from the Account List.
- Select the "Investment" button on the top bar.
- Click the "+" button underneath the reports table on the top left.
- You can rename the new report by double clicking the new report's name in the "Report Name" column of the table and entering the new desired name.
- Select the desired "Start Date" and "End Date" for the report at the top.
- Add the investment account(s) you would like to see investment information for.
- View the results using the options on the "Investment Report" bar. You can see all the details of the investment gains and losses in list view or in graph view for the selected account(s).
***Note: You can export the report to a CSV file using the "Export" button under the reports table on the top left.
See also
Reports
Creating Balance Reports
Creating Cash Flow Reports
Creating Payee Reports
Creating Transaction Type Reports
Creating Category Reports
Creating Memo Reports
Deleting Reports
Duplicating Reports
Keyboard Shortcuts
List of Reports & Budgets Topics