Dividend Filter in Transactions

General
1

Any chance we can have a filter in the Transactions section for ‘Dividends’ please so they are easier to identify when received.

Thank you

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2

Totally agree sorting and drop doens need to be able to search !!also pdf formatt for export or hard copy … ??Frank

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3

I would also love to have a filter for dividends and it would also be great if you could display the total sum for a given timeframe.

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4

Great feedback, I’ve taken some notes.

We have lots of this in our plans already;

  • Self-generation of ‘Valuation’ report for any date range
  • Redesign of the ‘Reports’ and ‘Transaction’ tabs
  • Splitting ‘Valuation’ report - so you can select to generate just a section of it such as transactions, trades, dividends or fees etc.
  • Adding additional formats csv or PDF

Internally we’re calling the next stage of the project Reports v4. It’s in plan for next month but I can’t give any promises re dates, we have to balance priorities.

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