Create Dividend / Interest reports

Question

I'm trying to create a report that identifies all Div/Int posted to Banking AND/OR Investment accounts. I am able to set up such a report from the Spending or Tax areas but, no matter how I try to customize it the report will only refere to Investment accounts not Savings accounts. No matter what I do - even if I unselect all the Investment accounts the report ignores Savings accounts.

volvogirl · Answer

A report like this?  Don't remember what kind of report I started with.  Maybe an Itemized Category report?  I setup subcategories under Interest for each bank then I can get columns.  Then I can match it to the 1099s I get.

Customized to YTD,  Row=Account,  Column=Category

Accounts - the ones I want Banking and Investment

Categories - INT, (_DivInc), (_IntInc)

Payees - All

NotACPA · Answer

The "Itemized Categories" report, under Spending,  seems to be able to include both banking and investing accounts.

Most of my cash is in a MMF, an investing type account, but in 2023 I received a few pennies of interest in a bank checking account and was able to get that to show in the Itemized Categories report

Jim_Harman · Answer

What Category are you using for interest income in your banking accounts? Quicken normally uses the Categories that begin with _underscores, _DivInc and _IntInc for investing accounts, but Interest Inc for banking accounts.