Set-up scheduled income dividend payments & reminders
lhk
Quicken Windows Subscription Member ✭✭
Your income dividend payments does not work - using windows 10 desk top computer
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Best Answer
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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.5
Answers
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This works for me, please describe what version of Quicken you are using (from Help > About Quicken) what you tried and what happened.QWin Premier subscription0
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When adding an income account, the first menu that comes up is all payees. It ends up with a payment to the income source!0
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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 February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
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!!1 -
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.5
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Version 2020, R25.210
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Sherlock you did it, you are a super user!
Thanks much0 -
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 ?
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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...
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