Is there a way to create a report that shows dividend income for a specific security across multiple

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jstefely
jstefely Member
edited January 28 in Investing (Mac)

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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  • RickO
    RickO SuperUser, Mac Beta Beta
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    Here's the only way that come to (my) mind:

    1. Go to the Investing group register
    2. Turn on the Symbol column (menu View > Columns)
    3. Enter the symbol in the search box
    4. Sort by Descriptions/Category
    5. Click the the first Dividend Income transaction
    6. Shift click the last Dividend Income transaction (to select only those transactions)
    7. If all you need is the total, it's displayed at the top right
    8. If you need a transaction report, then either:
      1. Click menu File > Print, then choose Selected Transactions Only and save to PDF or actually print
      2. 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 90s
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