Display Dashboard Using Tax Year Settings | Feature requests (public)

Display Dashboard Using Tax Year Settings

complete

Efficient Parakeet

There is a dropdown to select the date range for the dashboard, but no option for those of us with different tax year definitions (eg 1st Apr - 31st Mar) despite having this configured in the settings. The dashboard is meaningless when the data crosses tax years.

November 9, 2021

Petur

marked this post as

complete

Beige Whitefish

Petur: Nice upgrade but it would be much better if the custom dates (and tax years) showed the Total Value, Cost Basis, Unrealized Gains, and Wallet values at those dates. It's still showing the current values no matter the dates chosen.

High Coyote

Petur: Same for me. Changing the dates seems to make no difference as to what is displayed. Given the tax dates are already defined it would be, IMHO much better if their was a 'Tax Year' option rather than having to define dates each time. Also - the ability to set that as the default view would be helpful.

Petur

Merged in a post:

change dashboard date period

White Puma

i would like to display the dashboard to reflect the current tax year -in australia it is 1 july to 30 june -not january to december

May 10, 2022

Aquamarine Wallaby

This annoys me constantly. Totally agree this is required. The users tax year is defined in the settings so the date info is there. 'This Tax Year' and 'Last Tax Year' options would be great. Simple! ; )

Purple Cobra

100% agree! We need 1 July onwards for Australia