nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

Set-up scheduled income dividend payments & reminders

lhk

Your income dividend payments does not work - using windows 10 desk top computer

Find more posts tagged with

Accepted answers

Sherlock

Provide any From name you'd like. I use the name of the security. Select Next and choose the appropriate investment account from the To account pull-down menu. You should then select Dividend in the pull-down menu that will appear to the right of the account. You should then select the appropriate security from Security pull-down menu that will appear.

All comments

Jim_Harman

This works for me, please describe what version of Quicken you are using (from Help > About Quicken) what you tried and what happened.

lhk

When adding an income account, the first menu that comes up is all payees. It ends up with a payment to the income source!

NotACPA

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.

lhk

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!!

Sherlock

lhk

Version 2020, R25.21

lhk

Sherlock you did it, you are a super user!
Thanks much

Ps56k2

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 ?

Image: https://us.v-cdn.net/6031128/uploads/editor/x8/sp2yagco0wvc.jpg

Ps56k2

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...

Ps56k2

interesting.... tnx for the lesson - @Sherlock
guess it might be helpful for accounts handled manually....

or tracking EX-Div dates