Could anyone tell me how to make a dividend report?

Jim
Jim Member ✭✭✭
in Investing (Windows)
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

Answers

  • GeoffG
    GeoffG Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited April 2020
    Dividends use the "_DivInc" category (with _), are you selecting this category for your report?
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  • Jim
    Jim Member ✭✭✭
    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
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    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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