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Categories Account & Portfolio Management Accredited Investor Services Reporting & Data
Created by Jan Alsen
Created on Sep 25, 2023

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YTD interest earned instead of total earned

this will be good for tax planning

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  • Dennis Bailey
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    |     Mar 14, 2024

    This would be good to have on the overview page, either add a block with YTD or replace Total Earned with YTD. Total is pretty useless in the scheme of things.