Format for investment income report

AllanDB Member ✭✭
edited November 2023 in Reports (Windows)

I am running the most current version of Quicken for Windows.

Every month I run an investment income report to see the amount of _IntInc and _DivInc that has been generated by various accounts. When Quicken generates the report, it is subtotaled by account and there are numerous accounts. The first reort column is Category (i.e. Income) and the other columns are the various accounts. In the Category column there are two lines, one each for _DivInc and _IntInc.

What I would like to do is have each account be on a separate line (as opposed to a separate column) and have _DivInc and _IntInc be separate columns as opposed to separate lines. That way the report would have multiple lines (one for each account) but only two columns instead of two lines and multiple columns (one for each account).

Is there a way to modify the report settings to achieve this?

Thank you.


  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭

    Try using the confusingly named but surprisingly flexible Banking > Cash flow by Tag report.

    • Click on the gear to customize the report
    • Set the date range as desired
    • Set Rows to Account
    • Set Columns to Category
    • On the Categories tab, select just _IntInc and _DivInc

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  • AllanDB
    AllanDB Member ✭✭

    Thank you, that worked perfectly. It had never occurred to me to use a banking report to track investment transactions.

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