Security Yields Still an Unyielding Problem?
Why oh why is yield and income calculations so vexing to Quicken? Most bond mutual funds have a yield like a stock or bond, but it is not displayed. Is this is because it is not part of the MF data downloaded from the source? If so, could it not be calculated from the dividends received? Even if the column label said "Estimated Yield" that would be fine as long as I know what went into the number. And why can't the income numbers be expanded like the security returns? You have Income%, why not Income$? Income YTD, Income 3mos, etc?
Generally I think missed the boat by catering to landlords (?) and not to Investors. If they'd spend as much time on the investment end as they did the rental thing, I'd have gladly paid more for the subscription.
Comments
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Are you looking for Yield (a percentage) or income in dollars? Dollars per share or total income?
The Investing > Portfolio views have an Income column that shows the total income you received from each security between the "Show calculations from" date you set in the Portfolio preferences and the "As of" date. It would be nice to have columns for preset intervals - YTD and 1-year at least.
And for Premier and up there is a new Income by Security report.
There is also a Dividend Yield column that shows the current yield data for most securities. This data comes from Quicken's quote provider.
There is also an Estimated Income column. This is the manually entered "Est. Income" in $/share times the number of shares you hold on the As of date.
There is an extensive discussion of this topic in this Idea post
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