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Income /expenses report

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Alejandro

08 Sep, 2025 08:25 AM

I would like to know if there is a way to include the dividends income to the income/expenses report.

1. 1 Posted by dwg on 08 Sep, 2025 09:37 AM

   

   Any and every category can be included in an Income and Expense report if you set the report parameters appropriately. So if a category is not appearing the report parameters are what to look at.

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2. 2 Posted by Alejandro on 08 Sep, 2025 10:23 AM

   

   I have included all categories however the Dividend received from stocks is not appearing.

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3. 3 Posted by dwg on 08 Sep, 2025 10:25 AM

   

   I would suggest you post a screen shot of some of the transactions in the register as well as the report parameter screen.

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4. 4 Posted by Alejandro on 08 Sep, 2025 02:10 PM

   

   I have attached a screenshot, I have managed to include the dividend however they appear as expenses for some reason.

   • Screenshot_2025-09-08_at_18.08.58.png 218 KB
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5. 5 Posted by dwg on 08 Sep, 2025 08:37 PM

   

   That would suggest the category has been set up incorrectly.

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6. 6 Posted by Alejandro on 09 Sep, 2025 03:35 AM

   

   But there is no category as this is a dividend income

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7. 7 Posted by dwg on 09 Sep, 2025 05:28 AM

   

   Dividend Income should have a category. Every transaction has to have an entry in the category field that is either a category or an account for a transfer.

   There is an exception for some in investment transactions that have provision for both a category and a transfer account.

   The Div action type you use the category field for a category and the funds remain in the investment account or you use a DivXfr and the category goes into the category field and the transfer account goes into the transfer field.

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8. 8 Posted by Stuart Beesley ... on 09 Sep, 2025 06:51 AM

   

   As stated, all divs have a category.

   Please send screenshot of:

   • one of the dividends that’s appearing

   • one that’s not appearing.

   • tools / accounts / edit screen of the dividend income you say is appearing as expense.

   Confirm whether it’s a div or a divxfr.

   As a test, try ticking include transfers in the report.

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