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Quicken Classic for Windows
Registers & Transactions (Windows)
How to display the dividend or share amts for dividend reinvestment transactions in reconciliations
Mark Nieberding
When I reconcile an account with dividend reinvestment transactions, these transactions show up with zero cash amounts and do not show the dividend amount nor the shares reinvested. Is there a way to display these amount in the account reconciliation pop up window to make it easier to match and reconcile these transactions with account statements?
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UKR
Afraid the answer's No. That's not available at this time.
You'd have to review the number of shares received in one of these: Holdings view, Portfolio view or account register.
When downloading transactions and Quicken compares the reported holdings to what's in your file ... if there was a discrepancy, you'd get an error message.
q_lurker
You might note that the basic investment account reconcile is only a cash reconciliation. Since the reinvestments are a $0 cash transaction, that is why there is limited information shown at that point.
If you are downloading from your brokerage, the Tools / Online Center offers a Compare to Portfolio button to check that share quantities in Quicken match up with what the brokerage most recently reported (an after-the-fact duplication of the comparison
@UKR
referenced).
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