Dividend and Interest Report

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Subject Author Date Dividend and Interest Report D.Duck 01-24-2008  Re: Dividend and Interest Report JM 01-25-2008  Re: Dividend and Interest Report D.Duck 01-25-2008
Posted by D.Duck on January 24, 2008, 8:42 pm Please log in for more thread options I'm using Q2007 Home and Business. How do I create a report showing my total interest and dividends. Most of these transactions occur in investment accounts that are linked to cash accounts using the DivX and IntIncX actions. When I look in the category list the DivX and IntIncX are not shown Appreciate help in collecting this data. Thanks..... Posted by JM on January 25, 2008, 8:58 am Please log in for more thread options > I'm using Q2007 Home and Business. > > How do I create a report showing my total interest and dividends. =A0Most = of > these transactions occur in investment accounts that are linked to cash > accounts using the DivX and IntIncX actions. > > When I look in the category list the DivX and IntIncX are not shown > > Appreciate help in collecting this data. > > Thanks..... Select the "_DivInc" and "_IntInc" categories - these are the categories used. The "X" denotes "Action", not "Category". Suggestion; take a look at the Reports > Investing > Investment Income Then drill down [double-click] on the amount for a given category - you get a list of the transactions which you can then subtotal; e.g., subtotal "_DivInc" by account or by security. Posted by D.Duck on January 25, 2008, 11:59 am Please log in for more thread options > I'm using Q2007 Home and Business. > > How do I create a report showing my total interest and dividends. Most of > these transactions occur in investment accounts that are linked to cash > accounts using the DivX and IntIncX actions. > > When I look in the category list the DivX and IntIncX are not shown > > Appreciate help in collecting this data. > > Thanks..... Select the "_DivInc" and "_IntInc" categories - these are the categories used. The "X" denotes "Action", not "Category". Suggestion; take a look at the Reports > Investing > Investment Income Then drill down [double-click] on the amount for a given category - you get a list of the transactions which you can then subtotal; e.g., subtotal "_DivInc" by account or by security. Thanks for the input. The only activity indicated under the _IntInc category are the CD interest deposits that I enter as _IntInc. There is nothing in that category that were entered using IntIncX. When you enter a transaction using _IntIncX does in show in _IntInc? I was able to find the information using your suggestion in the Reports section. Similar Threads Posted Brokerage CD interest and preferred stock interest not recorded as profit October 8, 2006, 2:07 am TurboTax and accrued interest (or other interest adjustments) March 2, 2007, 2:49 pm Dividend and Transfer July 1, 2006, 11:12 am Dividend Receivables? May 16, 2006, 10:14 am Reinvest Dividend June 4, 2006, 4:12 pm Stock dividend reports... December 26, 2006, 3:20 pm Reinvest Dividend Delusion December 15, 2007, 12:19 pm Mutual Fund Dividend January 1, 2008, 5:24 pm Dividend Reinvestment Plans February 24, 2008, 1:11 pm XTO energy dividend of Hugoton help May 21, 2006, 7:45 pm