Report by category

@simplira try this:

• Breakdown: By Payee
• Date Range: [Select a pre-set date range or select a custom date range]
• Filters: Categories > Personal Income > [select the income categories you want to see in the report]
• In the Report you can select how to display the results

@neon45 make sure you are on the income tab.

I don't know if this will give you what you are looking for. You may have to check to make sure interest and dividend income isn't marked to be excluded from reports.

Indeed, with the exception of "Payment/Income" "Action" types, by default QS will exclude all other investment Actions. However, this is how you can bring investment dividend and interest income into your Income report.

• Hover over the menu on left of screen and select Investments
• Click on the "Transactions" tab
• Changed "Action" from "Income Dividend" to "Payment/Deposit"
• Changed "Description/Category" to "Personal Income" > "Dividend Income"
• Clicked on the 3-dot menu and selected View Transaction
• In the Transaction Detail window deselected "Exclude from reports"
• Clicked "Update"

Now on the Reports > Income tab you can Breakdown by Category, select date range and Filter for Category>Personal Income>Dividend Income.

You should be able to follow the same process for any interest income in your investment accounts with the same results.

I opened one of my connected investment accounts and searched the transactions for "Income Dividend" which brought up all my dividend transactions. I clicked the select box for several of these transactions and clicked on the edit icon to see about doing a batch "Action" change, but "Action" is not in the list of editable fields.

Ah yes! I started way back with Scottrade who was gobbled up by TDA who was gobbled up by Charles Schwab!

I only track my grandkids’ custodial accounts in Quicken Simplifi which are relatively small investment accounts and the number of transactions per month are low. I don’t bother with tracking in QS the dividend or interest in these accounts since there is no income impact on me.

My major investments accounts are manual for net worth purposes only. Those are managed by our financial advisors and held at Pershing and the only income I want to track on those accounts is our monthly draw.

If I was an active trader and tracking investment income, I wouldn’t use QS since it’s not primarily set up for that type of accounting. I do use my advisors dashboard which does an excellent job of keeping track of all our accounts but it’s budget feature is very basic and thus QS!