Stock Cash Dividend - Scheduled Transactions

PutterFlutters
Quicken Mac Subscription Member ✭✭✭
Trying to create Scheduled Transactions for cash Stock dividends. Seems like it might work but not as pretty as it might be. For instance....
When looking at a "Scheduled Transaction" in the brokerage account register (Transaction view); where there are automatically created columns for Security & Symbol that appear empty and uneditable. Information that would be very useful but...
I compensate for that by using the Memo/Note Column.
There is another automatically created column "Invest Amt" which may for maynot be relevant but as usual I can't find any reference for what those columns should contain. .... Sorta like trying to look up what a pull down menu does.
Comments/suggestions appreciated.
When looking at a "Scheduled Transaction" in the brokerage account register (Transaction view); where there are automatically created columns for Security & Symbol that appear empty and uneditable. Information that would be very useful but...
I compensate for that by using the Memo/Note Column.
There is another automatically created column "Invest Amt" which may for maynot be relevant but as usual I can't find any reference for what those columns should contain. .... Sorta like trying to look up what a pull down menu does.
Comments/suggestions appreciated.
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Best Answer
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You can't create investment scheduled transactions (Buy, Sell, Dividend, etc.) You can only create scheduled transactions for cash transactions.
While you can't setup a scheduled transaction for the dividend issued (you will have to manually enter or allow it to be downloaded), you can create one for the transfer of the resulting dividend $ over to another account (say, checking) if that is what occurs in the real world.
The new "Invest Amt" column doesn't apply here: It's more for dividend reinvestment transactions where the cash amount would show $0. The "Invest Amt" shows the amount that actually got reinvested. You couldn't see that in the past without opening up the transaction.
5
Answers
-
You can't create investment scheduled transactions (Buy, Sell, Dividend, etc.) You can only create scheduled transactions for cash transactions.
While you can't setup a scheduled transaction for the dividend issued (you will have to manually enter or allow it to be downloaded), you can create one for the transfer of the resulting dividend $ over to another account (say, checking) if that is what occurs in the real world.
The new "Invest Amt" column doesn't apply here: It's more for dividend reinvestment transactions where the cash amount would show $0. The "Invest Amt" shows the amount that actually got reinvested. You couldn't see that in the past without opening up the transaction.
5
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