Last modified 07:49, 24 Apr 2017

Overview

The Summary  window gives a visual summary, or a bird's eye view, of all the transactions contained within a portfolio for a particular period.

Sort Transactions

Transactions can easily be sorted into Type, Date, Description or Security Code order by simply clicking on the column heading. For example, if you click on Date then all of the transactions will be sorted in date order with the earliest at the beginning of the list and the latest at the end. If you now click again on Date the ordering will be reversed so that the latest transactions will appear at the start and the earliest at the end.

If you double click on a specific transaction you will be taken directly to the relevant screen where the record can be viewed and edited.

 

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CCH CGT & Dividend Scheduling

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