Show reported dividend and interest in budget

Metcalf
Metcalf Member ✭✭
edited February 2023 in Investing (Windows)
I cannot get dividend income (reported by broker download as '_Div") into budget.Same with interest income (shows as '-Int).

Answers

  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭
    The correct Categories are _DivInc and _IntInc.  The "actions" associated with those Catagories are Div and IntInc.  Assuming that the proper action is being downloaded then the Categories in the first sentence should be picked up by the Budget.
  • MontanaKarl
    MontanaKarl Quicken Mac Subscription Member, SuperUser, Mac Beta Beta
    edited January 2023
    In your Budget window, click the Manage Budget Categories button, then the Personal Income tab, and finally check the box for "Show hidden categories".  You'll now see _DivInc etc as in this screenshot so that you can add them to your budget:


    Quicken user since 1990, MacBook Pro M2 Max on Sequoia 15.2

  • Metcalf
    Metcalf Member ✭✭
    You guys correctly told me what to do. All is now fine. Thanks
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