Dividends & interest payments don’t appear in budget
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(Canadian user since '92, STILL using QM2007)0 -
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I have the same problem, with Schwab and this version of Quicken. I hadn't been able to figure out what the problem was until you described it. So I went in and just changed the type of transaction from dividend to payment/deposit and presto it showed up as dividend income in the budget! This doesn't change how it's categorized in Quicken for tax purposes because it's still categorized as a dividend.
It's stupid to have to do this as a workaround, and but at least it works for now for budgeting purposes. Thanks for posting.0
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