This report can be created by selecting the Reports / Open Lots... command from within any window.
This report lists expected payments from investments with their Income Style property set to either "Bond Interest" or "Dividends". Customize which fields are displayed in this report using the Report Preferences - Income Schedule. The following columns can be displayed in this report:
|
Investment |
The investment name and/or symbol |
|
Sub-Portfolio |
Name of sub-portfolio containing this investment |
|
Account # |
Account number of sub-portfolio containing this investment |
|
Shares |
Number of shares owned when the payment is received |
|
Date |
Date payment is scheduled to be received |
|
Amount |
Amount of scheduled payment |
|
Amount /s |
Amount per share of scheduled payment |
Report Preferences - Income Schedule