Quicken Community is moving to Single Sign On! Starting 1/22/21, you'll sign in to the community with your Quicken ID. For more information: http://bit.ly/CommunitySSO
Portfolio view Income column
I customized a Portfolio view to add the Income (and Income %) columns. I also created an Investment income report for 2019 then compared the two. Of maybe 20 different stocks and mutual funds, only 2 matched. The others were way off. For example, $3838 from the Investment report (Cash+Invest column for _DivInc and _LT CapGnDst) vs $10863 from the Portfolio view Income column for one particular fund. How does Quicken calculate the Income and Income % in the Portfolio view? I'm using Quicken for Windows Deluxe, version R25.21. Thanks
This discussion has been closed.