Dividend Report by Month for a Particular Year or Multiple Years

rbalacha

Hi - I am trying to create a simple dividend report that shows a calendarized view of the dividends that have been paid by month for each security I own. So the report would have each of my securities as rows and the columns showing months of the year with a corresponding dividend amount if there was one paid into my brokerage account for that particular month.

I use a ton of different reports in Quicken but can't seem to create this particular view. I can create a transaction report that stacks all the dividends by month by security into a single column. However, i cant seem to find a view that to have the months in separate columns so I can see the dividend trends by each security.

Thanks for your help

q_lurker

@rbalacha :  I'll say, within Quicken, it can't be done.  Best I can offer is for you to export the transaction report (via clipboard) into Excel and manipulate there.  

@ps56k :  That can be done -- Income/Expense by category customized to applicable categories and accounts.  Monthly columns; suitable period (year)