Monthly sub totals in Future Income Report

Sharesight features
1

• What feature do you want to see in Sharesight?
Add a monthly sub total to the Future Income Report.
Other reports have sub totals eg, Diversity, Performance, Muti-Period etc show totals of the custom groups.

• Why do you want it?
To see projected monthly total of dividends on the same view as the upcoming individual payments

• How is this affecting you?
It’s time consuming having to add up the dividends or switch views and reload the report

• Do you currently have a workaround solution? If yes, what is it?
Constantly switching between “show all transactions” and “show monthly totals” using the advanced options menu

• Can we reach out in future to ask follow up questions about this idea?
Yes, happy to give more feedback

2

Hello, you can already do this (kind of) by selecting the ‘Show Monthly Totals’ from Advanced Options.

That said, I agree it would be nice to have the option to display subtotals on the default report

3

Thank you. I overlooked that option.
But full totals on the bottom of the page would be nice still.

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