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Old 02-02-2004, 09:46 PM
Cal Learner-- MVP
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Default Re: Dividends report

In microsoft.public.money, Steve wrote:

- quote -

> My investment accounts are set up for online access and I could look
> through the registers to determine dividends received. I was
> wondering if there is a report that could generate the information,
> rather than manually looking through the registers.


Oops.

You can Customize the Investment Transactions report. On the
Activity tab, Clear All. Then select Dividend and Reinvest Dividend.

Alternatively you can customize the Tax-related Transactions report.
Select only the Div Income categories on the Category tab. That not
only lists the dividends, but it sums them.


  #1  
Old 02-02-2004, 09:13 PM
Steve
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Posts: n/a
Default Re: Dividends report

Cal,

My investment accounts are set up for online access and I could look
through the registers to determine dividends received. I was
wondering if there is a report that could generate the information,
rather than manually looking through the registers.

Thanks, Steve

via_newsgroup[at]please.tnx(Cal Learner-- MVP) wrote in message news:<ka6t10d7ae447qijdeb7e3v118erhkjlpg[at]4ax.com> ...
- quote -

> In microsoft.public.money, Steve wrote:
> > Using Money 2004, how do I get a report on dividends I received from
> > each of my mutual funds?

> It depends on the fund family. Start by trying to set up the account
> for online access.
> Start with Accounts&Bills-> AccountSetup-> SetUpOnlineServices in case
> download is available.

 
Old 02-02-2004, 05:44 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Dividends report

In microsoft.public.money, Steve wrote:

- quote -

> Using Money 2004, how do I get a report on dividends I received from
> each of my mutual funds?


It depends on the fund family. Start by trying to set up the account
for online access.

Start with Accounts&Bills-> AccountSetup-> SetUpOnlineServices in case
download is available.


  #-1  
Old 02-02-2004, 05:03 PM
Steve
Guest
 
Posts: n/a
Default Dividends report

Using Money 2004, how do I get a report on dividends I received from
each of my mutual funds?

Steve
 

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