Annual Dividend Schedule

[gmsimon]

Mark: You have all the data necessary to produce a report like the one shown below. Is this something that could possibly be added to FM?
Thanks.

Sub-Portfolio: xxxxxxxxxxx ANNUAL DIVIDEND SCHEDULE
SYMBOL NAME #SHARES JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC TOTAL
AFL Aflac Inc. 3000 900 900 900 900 3,600, etc.

(sorry - columns lined up under correct months in my spreadsheet but formatting did not carry over when pasted).

[Mark]

Hi gmsimon,

We have a report similar to this now. See the "Income Schedule" report. It isn't summed by month as you've shown. Instead, it lists each expected payment.

[gmsimon]

Yes, Mark. I looked at that. It's just that the report is not real helpful - the layout (just a single $Amount column w/ no subtotals by symbol & no spread by either Quarterly or Monthly timeframe) is not conducive to what I want. I guess I can create a manual spreadsheet.