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How do you get interest and dividends into an Income and Expense Report?

jaz50y

When I create an Income and Expense by Category report, dividends and interest from brokerage firms do not appear. Looking in these accounts, it seems the category assigned is the brokerage firm itself rather than dividend or interest? I would like to see all taxable income together to better estimate withholding rates.

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Tom Young

Customize the report and under the Account tab make sure that the Investment Accounts are selected.
It

UKR

Correctly recorded interest and dividend income transactions are automatically categorized to built-in categories, _IntInc and _DivInc respectively.
Go into Tools / Category List.
Make sure the "show hidden categories" box has a checkmark.
Locate those categories in the list. If they have a checkmark in the Hide column, click to remove the checkmark. Do the same for other builtin categories you might need.

jaz50y

Thanks! Didn't scroll down far enough!!