Need a simple calculation program to track income from securities, either bonds or preferred shares. Would like it to look like the attached file with additional fields to be:
1. Broker, to indicate where security is held.
2. Maturity date, any reports after the maturity date for any given security will no longer show income as they have matured.
3. Cost basis field
Would like to be able to plug in any period of time: from mm/dd/yy - mm/dd/yy and have report generated similar to the attached.
Another additional report subtotaled by year (up to 50 years out) would also be nice.