Show Reinvested dividends/gains dollar amount in Cash In and Cash Out columns
In QFM 2017, when a reinvest dividend or capital gain transaction is downloaded from the investment house, the "Description" field will say something like "XXX shares @ YYY", but there appears to be no field in the register that reports the dollar value of the transaction, i.e. XXX*YYY. This is obviously important from a tax standpoint. Quicken for Windows reports the dollar value in the "Amount" field, and QFM should as well.
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(Canadian Q user since '92, STILL using QM2007)
For Reinvestment Dividend transactions, I wish the cash amount showed up in both the Cash In (from the Div) and Cash Out (for the Buy) columns. That would leave the net Amount 0.00 as it should be, but make the total cash involved visible. As it is now, I don't know how to find that except to open the Edit dialog for each transaction which is a nuisance if you just went to get a rough idea of a bunch of dividend amounts quickly.
p.s.
Other posts have suggested splitting Reinvestment transactions into separate Div and Buy transactions. I prefer to keep the single transaction since that's the way they appear in my brokerage statements.
That is how QM2007 shows it...Cash In and Cash Out show up but balance is not affected.
BTW, there is a whole discussion on this topic here:
https://getsatisfaction.com/quickencommunity/topics/reinvested-dividend-amounts-show-as-0
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Note: This conversation was created from a reply on: Show Reinvested Dividends cash in Cash In and Cash Out columns?.
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(Canadian Q user since '92, STILL using QM2007)
How about pulling a quick report showing Dividend Income transaction details?
For example, run the Tax Summary report and scroll down to the "_DivInc" category. That shows how much cash you received.
Note: This conversation was created from a reply on: Show Reinvested Dividends cash in Cash In and Cash Out columns?.
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
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COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
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(Canadian Q user since '92, STILL using QM2007)