Editing a downloaded dividend from my brokerage account
Jeff Leisenring
Member ✭✭
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.
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