Is there a way to create a report that shows dividend income for a specific security across multiple
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jstefely
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On Quicken for MAC Deluxe version 7.4.2 , Is there a way to create a report that shows dividend income for a specific security across multiple investment accounts for a given time frame?
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Here's the only way that come to (my) mind:
- Go to the Investing group register
- Turn on the Symbol column (menu View > Columns)
- Enter the symbol in the search box
- Sort by Descriptions/Category
- Click the the first Dividend Income transaction
- Shift click the last Dividend Income transaction (to select only those transactions)
- If all you need is the total, it's displayed at the top right
- If you need a transaction report, then either:
- Click menu File > Print, then choose Selected Transactions Only and save to PDF or actually print
- Click menu File > Export > Register Transactions to CSV File, Selected Transactions Only. Then open the file with Excel or Numbers.
Quicken Mac Subscription; Quicken Mac user since the early 90s0
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