Income

What you see in the Income column depends heavily on the date in the upper right of the Portfolio view. It definitely can be configured to show the total since the security was purchased, but it's not immediately obvious. If you go Options at the top of the view, there is a setting for entire history, or a specific date. I change the date to be the first of each year in order to get year to date income. There isn't a separate column for Dividends and Interest. You get all the income combined. I wonder if Gary has checked what date he has set there because I don't know the default.

jo

On Dec 16, 11:23 am, Gary wrote:

Gary,

The estimated column works as you've described. I don't know if you need something much more complicated than Quicken can give, but there is definitely a way to show year-to-date income in the Income column because I do it..

There is one more place to check for a date issue: Look at the Options button at the top right of the Portfolio view. Then choose Preferences. You get a choice of displaying the income earned from each security since you bought it (or since you started recording it in Quicken), or from a specific date. I'd like to know if you have the specific date selected and if you do, whether it could possibly be a future date. If it's set to a future date, it would cause the Income column to be all zeros, which is what you are seeing. You could also experiment with setting it to the entire history, just to see if there is anything you can do to cause numbers to show in that column. As I mentioned to RC, I set that date to Jan1 of each year in order to get year to date income. You may be tired of playing with this by now, but I know this works. It may not be sophisticated enough for your purposes---- Quicken is NOT going to do extrapolations... but you can get something useful (at least for me). I do wish Quicken captured the dividend amount for more securities automatically. I've had to enter most of my preferred security dividends manually. It's been so long that I don't even remember if Quicken can grab a known dividend rate from the Security Details main screen when it knows it, and move it to the secondary information screen from which the Estimated income column is calculated. It kinda looks like the two screens don't know much about each other. Could be a lot better, but good enough for my purposes, despite the manual entry.

jo

hi, Jo.

Thanks for that "Options" tip! Yes, I can click Portfolio Preferences there and then set Portfolio View Options to a date - 1/1/11, for example - to see this year's Income. I didn't know about that setting before. (The quick way to select the current year beginning is to use +Y in that box, as you probably know.)

Intuit DOES have a lot of Easter Eggs hidden in Quicken! I'm still finding them, after 20 years.

RC

-- R. C. White, CPA San Marcos, TX (Retired. No longer licensed to practice public accounting.) snipped-for-privacy@grandecom.net Microsoft Windows MVP (2002-2010) (Using Quicken 2012 Deluxe R 3 and Windows Live Mail in Win7 x64)

RC,

What you see in the Income column depends heavily on the date in the upper right of the Portfolio view. It definitely can be configured to show the total since the security was purchased, but it's not immediately obvious. If you go Options at the top of the view, there is a setting for entire history, or a specific date. I change the date to be the first of each year in order to get year to date income. There isn't a separate column for Dividends and Interest. You get all the income combined. I wonder if Gary has checked what date he has set there because I don't know the default.

jo

_____ I agree the data from Estimated Income is too difficult to maintain. There are other portfolio view columns that provide similar data (such as Dividend and Dividend Yield) but are downloaded as part of the price updates. Unfortunately, MFs may not get that data downloaded for them; it may only apply to stocks. Review all the options for the portfolio view customizations.

OT: Are we supposed to top or bottom post here? When I reply, the cursor is positioned at the bottom of the text, but it looks like you are top posting.

jo

Hi, Jo.

First, mea culpa about the +Y. All it takes is "y" - just like in other such Date fields in Quicken. "T" for Today, "-" to go back one day, etc. "Y" gets the start of the current year; repeated "y" presses go back a year at a time. "R" for the last day of the year, "M" and "H" for the first and last days of the current MontH. Etc.

Top or bottom posting? In my experience, either way will get me yelled at by one side or the other. So I use what makes ME comfy; I'm the one making the effort to add to the conversation. When I read other posts, I make the effort to adapt, since I am - I hope - the one getting the benefit.

Maybe it's all those years as an auditor that makes me focus on the CONTENT, not the STYLE of the message. If the meaning is there, I can drill down through all the fluff and find it.

When I join a new newsgroup and start reading in the middle of an ongoing thread, I like to have all the messages bottom-posted so that I can read oldest to latest, from top to bottom. But when it's one of my regular NGs and I'm reading a continuing conversation, I want the newest post at the top so that I can quickly read it and go to the next post (with a button on my mouse coded +U), without having to scroll down a hundred lines to read "OK" or "lol" at the end. :>( So the answer is that whether top or bottom posting is best for me depends on MY mood when I'm reading the NG, which I don't expect the poster to be able to predict. I'll read 'em all and make the effort to get the meaning, no matter the posting style.

By the way, this is an oft-discussed question which I usually stay out of, since there is NO right answer - just like questions of religion and politics. :^{

RC

-- R. C. White, CPA San Marcos, TX (Retired. No longer licensed to practice public accounting.) snipped-for-privacy@grandecom.net Microsoft Windows MVP (2002-2010) (Using Quicken 2012 Deluxe R 3 and Windows Live Mail in Win7 x64)

OT: Are we supposed to top or bottom post here? When I reply, the cursor is positioned at the bottom of the text, but it looks like you are top posting.

jo

I zero post :-)

Hi Rc,

I obviously need a refresher course in Quicken shortcuts. I've used the program so long that a lot of things I learned long ago have slipped out the memory bank, as more was added. I always have used the "-/+" keys to go back or forward a single day, but it never sparked a memory of those other date shortcuts. I can think of quite a few places they will come in handy, but first I'll have to write myself a little crib sheet and tape it to my desk. It's like I told the Verizon installer who was going thru various tidbits on Friday: if it isn't written down, you might as well not tell me.

I thought there were netiquette rules on top/bottom posting. I could swear there were some forums or groups where people got chastised for doing it the "wrong" way. I too prefer to have the newest response at the top of a conversation.

jo