Income schedule data

[P.G]

Hi all,

I've had a look around to find an answer to this, but can't. So please forgive this newbie user question.

I'm based in the UK and would like to use the 'Income Schedule' report to report on up-coming dividend income. I gather that the data for this is set under Investment Properties -> Style -> Dividends. The problem I have is that all my stocks declare interim(s) and a final dividend, the final generally being a lot bigger than the interims (often 2:1). I can't see a way of taking advantage of this report given your assumption that dividends are paid in equal fractions - unless I'm going something stupid? If I'm not being stupid, is this something that could be changed?

Also, is there a way to report on how much commission I've paid during the year?

Thanks very much in advance
P.G

[Mark]

Hi P.G,

You're not missing anything, the income properties for dividends only allow a single amount. This does seem to be a common request, so hopefully we can improve this in a future update.

Yes, you can report on your commissions. Create a "Custom" report with the field "Commission fees (between)", and set the date range of your report to the year in question.