• 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