There is no easy way because commissions are part of your cost basis/sales proceeds and fees are expenses. You'll have to go through your transactions and identify the amount and add them yourself.

 

Ira Smilovitz

 

In a message dated 1/29/2012 11:25:35 P.M. Eastern Standard Time, mhayes@gobrainstorm.net writes:

What is the easiest way to add up just commissions and fees
paid during the year to the broker for our stock
transactions??

Hi Mary,

Ira is right that there is no report in bivio where this is broken out automatically.

The easiest place to see all the stock trade and commissions grouped together is on a transaction history report.

If you are comfortable with spreadsheets at all, you could even open the report in a spreadsheet and use the text to columns function to split the items in the stock transactions section into columns at each of the commas. That would put all the commissions into a separate column where you could add them.

Hope that helps.

--
Laurie Frederiksen
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