Account Summary by Specific End Date

George's Avatar


14 Feb, 2018 01:07 PM

How can I show the holdings in an account for a specific end date, such as the last day of a month?

  1. Support Staff 1 Posted by Tom Freeman on 14 Feb, 2018 11:54 PM

    Tom Freeman's Avatar

    Portfolio report. Edit for the date you want. You can memorize the report and it will list at the top of the reports.

    Tom Freeman
    Infinite Kind Support

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