Show Reinvested dividends/gains dollar amount in Cash In and Cash Out columns [14 Votes]

David Giramma
David Giramma Member ✭✭
edited December 2020 in Investments (Mac)
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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Comments

  • Unknown
    Unknown Member
    edited May 2017
    I have the same problem, with QFM 2016.  The dollar value shows up if the "Type" is "Buy," but not for "Reinvest dividend."   Makes no sense.
  • Unknown
    Unknown Member
    edited June 2018
    I know this is a 1 year old suggestion, but it is the answer to several reporting oddities and is obviously correct. Can we dust off this idea and vote it up for the a near future version?
  • smayer97
    smayer97 SuperUser, Mac Beta, Canada Beta ✭✭✭✭✭
    edited December 2018
    This IDEA has been added to the List of Requests Related to InvestmentsYou may want to click on the underlined link, then follow the instructions to add your vote to other related IDEAS.

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    (Canadian user since '92, STILL using QM2007)
  • SVanDee
    SVanDee Member ✭✭
    edited December 2018
    This reply was created from a merged topic originally titled Show Reinvested Dividends cash in Cash In and Cash Out columns?.


    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.
  • smayer97
    smayer97 SuperUser, Mac Beta, Canada Beta ✭✭✭✭✭
    edited December 2018
    This reply was created from a merged topic originally titled Reinvest Reply 2.


    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

    (If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

    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 user since '92, STILL using QM2007)
  • UKR
    UKR SuperUser ✭✭✭✭✭
    edited December 2018
    This reply was created from a merged topic originally titled Reinvest reply 1.


    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?.
  • smayer97
    smayer97 SuperUser, Mac Beta, Canada Beta ✭✭✭✭✭
    edited December 2018
    UKR said:

    This reply was created from a merged topic originally titled Reinvest reply 1.


    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?.

    That is a good tip for a work-around, just not practical when for everyday use browsing through the registers.
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    (Canadian user since '92, STILL using QM2007)
  • Unknown
    Unknown Member
    edited December 2018
    Actually, I have found out now, that clicking "Share Balance" in the columns dialog box at the bottom of investment transactions will show the actual re-invested share balances just like Q2007, so now I am satisfied that the new Quicken will be as good as the old Q2007.
  • Quicken Anja
    Quicken Anja Moderator mod
    Hello All,

    The Community Support team regularly reviews long-standing posts and Ideas for relevancy and current interest. This Idea seems to have stalled and we would like to gauge the current interest in this request. 

    If you would like to see this idea implemented, please add your vote and a comment explaining how this idea would be beneficial for you. More information, including steps to vote and how to submit your own Ideas for future product features/improvements, is also available here.

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  • jacobs
    jacobs SuperUser, Mac Beta Beta
    Unless I'm misunderstanding this feature request, this already exists. In version 5.12, release in August 2019, Investment Amount was added as an optional column for investment registers. For a reinvested dividend, it shows the dollar amount of the transaction, even though there is no cash amount involved.



    The Investment Amount = number of shares x share price. 

    Unless I've misunderstood what's being requested here, I believe this can be marked as Implemented.
    Quicken Mac Subscription • Quicken user since 1993
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