Report on Total Dividend Income for One Stock

Lakegal

Hello, is there a way to print a report to get the dividend income over its lifetime for just one stock. I have filtered on transactions but while it shows the dividend income, it doesn't show a total at the bottom of the column. Thank you for any assistance.

RickO

Yes, and you're almost there: After filtering the transaction register for the security or symbol, click menu File > Print. When the dialog comes up, choose Format As: Category Detail and click OK. When the print dialog comes up, either print it to paper, or click the PDF menu in the lower left corner and choose Open in Preview. The subtotals by Category (eg. Dividends) are shown above each category group.

If you want to customize this report more than provided above, instead of printing, choose File > Export Register Transaction to CSV. Then open the CSV file in Excel or Numbers. From there, you can sort by the Category Column, delete all the non-dividend lines, re-sort by Date and use Excel/Numbers to total up the Amount column.

RickO

Yes, and you're almost there: After filtering the transaction register for the security or symbol, click menu File > Print. When the dialog comes up, choose Format As: Category Detail and click OK. When the print dialog comes up, either print it to paper, or click the PDF menu in the lower left corner and choose Open in Preview. The subtotals by Category (eg. Dividends) are shown above each category group.

If you want to customize this report more than provided above, instead of printing, choose File > Export Register Transaction to CSV. Then open the CSV file in Excel or Numbers. From there, you can sort by the Category Column, delete all the non-dividend lines, re-sort by Date and use Excel/Numbers to total up the Amount column.

Lakegal

Wonderful. Thanks so much for your help.

RickO

You're welcome.