Editing a downloaded dividend from my brokerage account

Jeff Leisenring

When my brokerage firm pays a dividend it comes into Quicken as a dividend income with no description, thus not being able to have it hit a budget account.  I used to be able to edit the transaction by changing the type to payment/deposit and then could enter a description to match a budget category I had established.  Now when changing to payment/deposit the description field is blocked.  The only way to hit a budget category is to go to a split at the bottom of the screen and pick the appropriate description.  While no big deal, it seems that I should still be able to enter a description after changing the type to payment/deposit directly on the screen.  Thx.

Tom Young

What version/year/operating system are you using?  My response below only relates to the Windows versions.

"When my brokerage firm pays a dividend it comes into Quicken as a
dividend income with no description, thus not being able to have it hit a
budget account."

I don't understand what you've said here, exactly, nor with your problem with the "budget" aspect.

I'd think at a minimum the dollar amount would show up as a cash amount in the "Cash Amt" column with "Div" in the "Action" column.  It seems that combination, even in the absence of some name in the "Security" column, would affect budgeting/reporting.  Are you saying that all you get is a dollar amount, and nothing more?  Or something else?  How, exactly, does the dividend show up in the transaction list?  I guess dividends did have some sort of "Action" associated with them since you mention changing the "type" ("Action"?) to something else.