Add ability to revinvest dividends, interests, and capital gains in one window instead of requiring

Quicken Community
Quicken Community Employee mod
edited December 2019 in Investments (Mac)
In Quicken for Windows it's possible to reinvest dividends and capital gains for a given security in one window, but QMac 2017 requires separate transactions for each of those.  This is a huge waste of time.  A single window for this would be much appreciated.
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3 votes

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Comments

  • Unknown
    Unknown Member
    edited January 2017
    Yes, I agree completely. QM2007 was great in this regard. Please change 2017 to reflect this - would save much time!
  • smayer97
    smayer97 SuperUser, Mac Beta, Canada Beta ✭✭✭✭✭
    edited August 2018
    What version are you using? According to the 2017 Release notes, I belive this feature was implemented as of v4.4 (Release Notes):
    NEW: Quicken will now merge dividend and buy
    transactions into a single reinvested dividend transaction which matches
    the behavior in Quicken Windows.
    Is this not what you need?

    (If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
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    (Canadian
    user since '92, STILL using QM2007)
  • Unknown
    Unknown Member
    edited January 2017
    I'm using version 4.4.3.  The feature you cite is not the same as the one I am requesting.  My issue concerns a single window for recording reinvested interest, dividends, short-term capital gains, and long-term capital gains for a given mutual fund.  Currently, each of those entries must be done separately.

    Thanks for your input.
  • Quicken_Tyka
    Quicken_Tyka Alumni ✭✭✭✭

    Hello All,

     This Idea seems to have fallen stagnant and due to the Age of the request and lack of User Votes/Comments, will be archived within the next 7 business days.

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  • smayer97
    smayer97 SuperUser, Mac Beta, Canada Beta ✭✭✭✭✭
    Still very much desired.
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    (Canadian
    user since '92, STILL using QM2007)