Investment Income - Summary of DIV by Security

Ps56k2
Ps56k2 SuperUser ✭✭✭✭✭
edited February 2020 in Reports (Windows)
I have a report - Investment Income -
and have it showing only DIVX transactions against my Schwab account -
sorted by Security -
Is there any way to generate a report like this -
but just sub-total the amount, without the "detail" lines ?
I just want to see the total DIV income generated by each stock


Quicken Subscription - Windows 10

Comments

  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    edited February 2020
    If you haven't already, you may want to consider a customized Investment Income report with Subtotal by: Security 
  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    edited February 2020
    that's what is above - but still has the detail lines....  
    NBD - 4 print pages vs just 1
    Quicken Subscription - Windows 10
  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    ps56k said:
    that's what is above - but still has the detail lines....  
    NBD - 4 print pages vs just 1
    Investment Income is not what you've shown above.  What you've shown above appears to be Investment Transactions.
  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    edited February 2020
    Here is the full screen - can't really collapse the detail lines - but NBD - 4 pages vs 1 -

    Quicken Subscription - Windows 10
  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    edited February 2020
    ps56k said:
    Here is the full screen - can't really collapse the detail lines - but NBD - 4 pages vs 1 -

    It appears you drilled down to a transactions view of the report.   Go back to where the title is Investment Income - Last year.
  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    edited February 2020
    At the other views - it becomes a "horizontal sliding" report - with a page per security, which makes sense if you have multiple "attributes" you are tracking.
    I saved the report for future reference, but can't really print it...
    but again - have my other printed report.
    Thanks for the pointers...

    Quicken Subscription - Windows 10
  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    ps56k said:
    At the other views - it becomes a "horizontal sliding" report - with a page per security, which makes sense if you have multiple "attributes" you are tracking.
    I saved the report for future reference, but can't really print it...
    but again - have my other printed report.
    Thanks for the pointers...

    If you prefer the table to run vertically, I suggest you export the report into a spreadsheet and transpose the cells.
  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    too much work - doing TTax - just wanted to see where all the Divs were coming from
    Quicken Subscription - Windows 10
  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    You can produce a report with the total income per security by adding the Income column to an Investing > Portfolio view and setting the As of date and the Options > Portfolio preferences starting date as needed.

    This will not distinguish between interest and dividends however.
    QWin Premier subscription
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