Yield
in [Quicken]
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From: Gary on 13 May 2010 20:09 I'd like to look at yield in some Quicken reports. By yield I mean the amount of income the investment is producing, either as a dollar figure or as a percent of the market value of the investment. I've tried several variables that don't seem to have values. Does anyone know of a variable or a report that will show me the investment yield?
From: Andrew on 14 May 2010 08:04 Gary wrote: > I'd like to look at yield in some Quicken reports. By yield I mean > the amount of income the investment is producing, either as a dollar > figure or as a percent of the market value of the investment. > > I've tried several variables that don't seem to have values. Does > anyone know of a variable or a report that will show me the investment > yield? I am sure I am missing something, but in the INVESTMENT PERFORMANCE report under the INVESTING report category, what is wrong with the 'Average Annual Return' that it purports to provide? -- ------------------------------------------------------------- Regards - - Andrew
From: Gary on 14 May 2010 08:35 On 2010-05-14 08:04:21 -0400, "Andrew" <andrew(a)jkl.com> said: > Gary wrote: >> I'd like to look at yield in some Quicken reports. By yield I mean >> the amount of income the investment is producing, either as a dollar >> figure or as a percent of the market value of the investment. >> >> I've tried several variables that don't seem to have values. Does >> anyone know of a variable or a report that will show me the investment >> yield? > > I am sure I am missing something, but in the INVESTMENT PERFORMANCE report > under the INVESTING report category, what is wrong with the 'Average Annual > Return' that it purports to provide? Andrew: You're not missing something, Quicken is. At least on my report, the whole column is blank (where, in fact, there has been income). OTOH, maybe I'M missing something. Since virtually all reports are not showing income-oriented variables, I probably haven't set a relevent switch somewhere.
From: Zaidy036 on 14 May 2010 15:27 In article <4bed43a3$0$12475$c3e8da3(a)news.astraweb.com>, gary_w1(a)hotline.com says... > > On 2010-05-14 08:04:21 -0400, "Andrew" <andrew(a)jkl.com> said: > > > Gary wrote: > >> I'd like to look at yield in some Quicken reports. By yield I mean > >> the amount of income the investment is producing, either as a dollar > >> figure or as a percent of the market value of the investment. > >> > >> I've tried several variables that don't seem to have values. Does > >> anyone know of a variable or a report that will show me the investment > >> yield? > > > > I am sure I am missing something, but in the INVESTMENT PERFORMANCE report > > under the INVESTING report category, what is wrong with the 'Average Annual > > Return' that it purports to provide? > > Andrew: > > You're not missing something, Quicken is. At least on my report, the > whole column is blank (where, in fact, there has been income). > > OTOH, maybe I'M missing something. Since virtually all reports are not > showing income-oriented variables, I probably haven't set a relevent > switch somewhere. to show Est. Income in Portfolio one has to enter E/I in the Security List - (select a security) - Edit - Additional Info field (annual div per share) for some reason (unless changed in Q2010) Q does not automatically fill in the data from actual income numbers.
From: Gary on 14 May 2010 17:46 On 2010-05-14 15:27:13 -0400, Zaidy036 <Zaidy036NOSPAM(a)optonline.net> said: > In article <4bed43a3$0$12475$c3e8da3(a)news.astraweb.com>, gary_w1(a)hotline.com > says... >> >> On 2010-05-14 08:04:21 -0400, "Andrew" <andrew(a)jkl.com> said: >> >>> Gary wrote: >>>> I'd like to look at yield in some Quicken reports. By yield I mean >>>> the amount of income the investment is producing, either as a dollar >>>> figure or as a percent of the market value of the investment. >>>> >>>> I've tried several variables that don't seem to have values. Does >>>> anyone know of a variable or a report that will show me the investment >>>> yield? >>> >>> I am sure I am missing something, but in the INVESTMENT PERFORMANCE report >>> under the INVESTING report category, what is wrong with the 'Average Annual >>> Return' that it purports to provide? >> >> Andrew: >> >> You're not missing something, Quicken is. At least on my report, the >> whole column is blank (where, in fact, there has been income). >> >> OTOH, maybe I'M missing something. Since virtually all reports are not >> showing income-oriented variables, I probably haven't set a relevent >> switch somewhere. > > > to show Est. Income in Portfolio one has to enter E/I in the Security List - > (select a security) - Edit - Additional Info field (annual div per share) > > for some reason (unless changed in Q2010) Q does not automatically fill in the > data from actual income numbers. Thanks for your reply. It tells me that the Investment Performance report is basically not producing what I thought it did. I can not imagine circumstances under which I'd want to enter these numbers, then maintain them for current dividends. The Investment Income report gives me someting closer to what I'm looking for ... actual earned income over past periods. I was looking for other reports that would give actual past earned income, but broken out more flexibly than permitted by Investment Income.
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