I switched to Q2006 in the hope that they have updated reports to be more useful. What I need mostly is "vendor" totals for each type of transaction that's relevent to income taxes (the way I report them on my income tax). Something like this would do just fine:
Interest Income
Chase Bank xxx.xx Federal Credit Union xx.xx Schwab Money Market xx.xx
Dividend Income
Franklin Templeton xxx.xx Fidelity xxx.xx Vanguard xxx.xx
ST Capital Gains Income
Franklin Templeton x.xx Vanguard xx.xx
LT Capital Gains Income
Franklin Templeton xxx.xx Fidelity xxx.xx Vanguard xxx.xx Merrill Lynch xxx.xx
Medical Expenses
Dr. Smith xxx.xx Dr. Jones xx.xx
Mortgage Interest Expenses
Chase Bank xxx.xx
Taxes Expenses
Town of Moneygrabbers xxxx.xx State of NY xxxx.xx
etc.
In the case of investments, the totals could either be by account (as I've done in the example) or by investment, or both.
Can anyone suggest where and how I can get such a simple report?
Thanks in advance.