Money report

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Bruce Kauffman

Feb 20, 2021, 1:00:25 PMFeb 20
to Microsoft Money
Does anyone know if I can create a report that shows the sum of all the dividends for each investment, and how it would be done. Normally the reports show every dividend but not the total of each investment.

Cal Learner

Feb 20, 2021, 7:18:37 PMFeb 20
to Microsoft Money
Not exactly, but you can do it with some spreadsheet help

Customize the Investment Transactions report to show just dividends and reinvested dividends for the time period you want.
On the Rows&Columns, group by Investments

Then copy that report into a spreadsheet. One way to do that is to right-click into the report, and choose Copy. In the spreadsheet, Paste.

Use your spreadsheet sum a sequence of non-zero numbers in the Total column. That would be the trickier part.

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