Could anyone tell me how to make a dividend report?

Options
Jim
Jim Member ✭✭
in Investing (Windows)
Using Quicken deluxe 2018. I am trying to make a report on dividends received on an investment account (Fidelity) during a certain time frame. No matter what I try I keep getting no transactions found. I know how to setup time frame from previous saved reports. I am at a lost to what I am doing wrong. Any help would be much appreciated

Answers

  • GeoffG
    GeoffG SuperUser ✭✭✭✭✭
    edited April 2020
    Options
    Dividends use the "_DivInc" category (with _), are you selecting this category for your report?
    cmCb324rv9.png

  • Jim
    Jim Member ✭✭
    Options
    GeoffG,
    Thanks for the response. I figured out what I was doing wrong. I was clearing everything except Div inc under the category list for custom reports.It showed no transactions. Left everything checked and it showed the dividend income. Thats strange
  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Options
    You want the Banking Summary report with just the account in question and the built-in "_DivInc" category selected The underscore categories are towards the end of the Income section of the Categories.
    QWin Premier subscription
This discussion has been closed.

Categories