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Set-up scheduled income dividend payments & reminders

lhklhk Member
edited March 23 in Investing (Windows)
Your income dividend payments does not work - using windows 10 desk top computer

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Answers

  • Jim_HarmanJim_Harman SuperUser ✭✭✭✭✭
    This works for me, please describe what version of Quicken you are using (from Help > About Quicken) what you tried and what happened.
    -- Jim QWin Premier subscription
  • lhklhk Member
    edited March 23
    When adding an income account, the first menu that comes up is all payees. It ends up with a payment to the income source!
  • NotACPANotACPA SuperUser ✭✭✭✭✭
    In Q, "income" is a CATEGORY ... not an Account.
    And a Dividend transaction is recorded in the Investment account where the security is held ... not in your checking account.
    IF your checking account is a "Linked checking Account" (that represents the cash portion of your brokerage account) then Q itself will record a DivX transaction and reflect the dividend in your Linked checking account.
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • lhklhk Member
    At the bottom of the 'Bill and Income Reminders' page:
    > Add button
    > Income Reminder
    > From menu
    Here is the problem, this menu only shows the memorized payee list
    I need the security list
    If you type in a security, you end up with an income reminder that pays the dividend back to the security!!
  • lhklhk Member
    Version 2020, R25.21
  • lhklhk Member
    Sherlock you did it, you are a super user!
    Thanks much
  • ps56kps56k SuperUser ✭✭✭✭✭
    lhk said:
    When adding an income account, the first menu that comes up is all payees. It ends up with a payment to the income source!
    These words don't make any sense....
    Are you attempting to add transactions manually, or were they downloaded from your brokerage ?
    Where is this "dividend income payment" coming from... stock, mutual fund, etc ?
    Do you have a Quicken account established for this holding ?
    And where is the dividend amount getting deposited or transferred ?
    Is it - re-invested, added to a cash balance, added to a linked cash account, etc ?



    Quicken 2020 Deluxe - Subscription - Windows 10
  • ps56kps56k SuperUser ✭✭✭✭✭
    edited March 23
    Adding a dividend income payment -
    Is there is a Quicken software problem ?

    nope.. no software problem -
    and I have suggested that your 3 topics on this subject all be merged into a single thread...


    Quicken 2020 Deluxe - Subscription - Windows 10
  • ps56kps56k SuperUser ✭✭✭✭✭
    edited March 23
    interesting.... tnx for the lesson - @Sherlock
    guess it might be helpful for accounts handled manually....
    or tracking EX-Div dates

    Quicken 2020 Deluxe - Subscription - Windows 10
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