Is there a way to show the security symbol (i.e. AAPL) as a separate column in the dividend income report? I can only select the name of the security but not the symbol.
This would be helpful in an exported report to build a pivot table in Excel.
That works. Thanks so much.
I started a workaround in Excel using the XLOOKUP function to add the symbol to the report.
But your solution is way faster.
I have tried many portfolio trackers over the years. None of them handles investments very well. Especially when it comes to dividends. “Simply Dividends” is a web based tracker focused on dividends but their reporting is also not great. I too started with Quicken for Windows, then ran Quicken for Mac and Windows in parallel. That proved to be too work intensive. I now use Quicken for Mac to track my Finances and analyze dividends, gains, losses, etc. offline using Excel. I am also encouraged by the frequency of updates of Quicken for Mac but wish they would focus more on investment reporting rather than bill paying, dashboard and the like.
Regarding customization, if I create a customized report (under MyReports) as described above, it still does not show the "Symbol" column. Which is what I wanted to see in the first place. I only see. the Symbol column if I export directly from the register. Looks that the Symbol column is simply missing from the customization window.
I would suggest for Quicken to hire someone with real investment experience so he/she would know what investors really need in terms of reporting and otherwise.
