How to View Total Interest Income and Annualized Rates for Deposit Accounts in the Statement of Assets

English
1

Greetings,

I have several Deposit Accounts that periodically generate interest income. While I can locate these accounts under Reports > Statement of Assets, they do not display interest earnings or yield metrics in columns such as Profit / Loss – unlike typical securities.

How can I view the total accumulated interest income from these accounts on this page, as well as their corresponding annualized interest rates?

Thanks.

2

Hey @Hait
welcome to PP-Forum :+1:

Regards
Alex

3

Hi Nirus,
Thanks for the reply. I failed to find any clue in the manual, would you pls tell me which part I should review?

4

Hello Hait,
It is not available yet in the Statement of Assets.

However, the accumulated interest is available in the Payment view. There are also several Dashboard widgets related to interests.

For the associated annualized interest rates, in the Dashboard you could add a annualized TWR widget dedicated to each Deposit Account.

5

Got it. Thanks.