Include investment dividends in income pie chart

Blues_guy
Blues_guy Quicken Windows Subscription Member ✭✭
in Investments

Under the Spending Tab, when I select All accounts/Spending, expenses from my investment account show up on the pie chart, which is good. However, when I select All accounts/Income, dividends from my investment account do not show up on the pie chart.

I am retired and dividends make up a good portion of my income. There should be a way to include dividend income from investment accounts in the pie chart and income list (without generating a report).

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Comments

  • hster
    hster Quicken Windows Subscription Member

    It's confusing not to have something labeled as Income Dividend but it doesn't show up in any income reports. Because of this deficiency, I'm forced to recategorize everything so it will show up in the income charts.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @hster,

    If you'd like to see this feature implemented in the future, don't forget to add your vote by clicking on the little triangle under the vote count.

    Screenshot 2024-04-08 at 2.20.06 PM.png

    Ideas that get enough votes may be implemented in the future!

    Thank you!

    Quicken Kristina

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  • Yuanxx
    Yuanxx I do not have Quicken yet Member

    Do we have any updates on this feature? Also looking forward to it!

  • UserDavidC
    UserDavidC Quicken Windows Subscription Member ✭✭✭✭
    https://community.quicken.com/discussion/comment/20531157#Comment_20531157

    Quicken usually requires 40 or 50 votes for an idea to be considered. This idea has only 14 votes. So there won't be any updates until more people vote.

    For everyone: If you would lke to see this idea implemented, please vote for the idea by clicking on the up arrow in the initial post.

    Quicken user since 1995.
    Current Quicken for Windows subscription user. I usually upgrade to the latest version about 1 week after full release.

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited January 9

    Interestingly, the Spending by Category report and graph, which the Spending tab display is apparently based on, can be customized to include income, but does not include income from the investing Categories that begin with _underscores, even if the report is customized to include those Categories. This appears to be a bug and may be the root cause of this issue.

    QWin Premier subscription

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