Budgeting for Investment Transactions

kerelewis

When will investment transactions be available in the budget function? I understand the complexity of adding transfer transactions to budgets but why not allow for the income categories for dividends, interest and capital gains to show up in budgets? They are clearly available in category reports.

Quicken_Tyka

Hello Kerelewis,

Sorry, to hear that you're experiencing this difficulty.

What year and version of Quicken are you currently running?

This feature is reported as being available in the subscription version of Quicken.

https://community.quicken.com/discussion/7594545/investment-income-not-in-entered-in-budget-in-quicken-for-mac-2017

Unfortunately, if you are using a prior version, there is no plan to update the previous version to include this feature.

-Quicken Tyka

kerelewis

Its Quicken for Mac Subscription