Splitting Taxable and Non Taxable Dividends and Interest in Cash Flow Report

kh57smth

On the customizable cash flow comparison screen under the accounts tab add one more level of screening for the user so the accounts can select the accounts as investment or taxable. This would create new lines in the cash flow comparison report showing taxable dividends, taxable interest, nontaxable dividends, and nontaxable interest income categories. Then the user can enable these categories tab. This would help the user budget better because they would only use their taxable dividends and interest income in their income.

Quicken Anja

Hello @kh57smth,

Thanks for reaching out!

I went ahead and changed your post to an Idea so other users who have the same or a similar request can vote on your idea by clicking the up arrow (see below).

Ideas are also reviewed by our Development and Product teams in order to improve Quicken and implement new features requested by customers.

Thank you!