Quicken Community is moving to Single Sign On! Starting 1/22/21, you'll sign in to the community with your Quicken ID. For more information: http://bit.ly/CommunitySSO

Cash dividends in cash linked account not shown in budget's detail view

I have a cash linked investment account where cash dividends transferred to the linked cash account are not showing in the budget's detail view. All investment income categories are included in the budget and the cash dividends are properly shown in all (including budget) reports.

Any help on this issue would be most appreciated.
Tagged:

Comments

  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    I suggest you include the checking account and the transfer from the investment account in the budget view.  To include the account, open the budget view, select Budget Actions > Select Accounts..., check the account, and select OK. To include the transfer,  open the budget view, Budget Actions > Select categories to budget..., select Transfers In, check the investment account, and select OK.
This discussion has been closed.