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Quicken Classic for Windows
Investing (Windows)
Could anyone tell me how to make a dividend report?
Jim
Using Quicken deluxe 2018. I am trying to make a report on dividends received on an investment account (Fidelity) during a certain time frame. No matter what I try I keep getting no transactions found. I know how to setup time frame from previous saved reports. I am at a lost to what I am doing wrong. Any help would be much appreciated
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GeoffG
Dividends use the "_DivInc" category (with _), are you selecting this category for your report?
Jim
GeoffG,
Thanks for the response. I figured out what I was doing wrong. I was clearing everything except Div inc under the category list for custom reports.It showed no transactions. Left everything checked and it showed the dividend income. Thats strange
Jim_Harman
You want the Banking Summary report with just the account in question and the built-in "_DivInc" category selected The underscore categories are towards the end of the Income section of the Categories.
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