Create Dividend / Interest reports

dmiehling

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.

Jim_Harman

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.

NotACPA

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

volvogirl

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