Money Market Fund, reinvest Cash, manually-MAC

Leslie Jones
Leslie Jones Member ✭✭✭
edited August 2023 in Investing (Mac)

I have a MM Fund as part of my TR Price Brokerage. I do NOT download. I enter manually. What is the best way to account for "Reinvest Cash Income"? I have tried everything I can think of including Payment/Deposit, Reinvest Interest, etc.

Answers

  • Leslie Jones
    Leslie Jones Member ✭✭✭

    I figured it out but am leaving the solution here in case it helps someone else. Reinvest Income, Make the total amount $1 and the shares what the interest is.

  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta
    edited July 2023

    In a Money Market Fund, the total amount should match the number of shares, because the share price is always $1. So for example if you earned $5.75 in interest, it should look like this:

  • Leslie Jones
    Leslie Jones Member ✭✭✭

    thanks for the help but my way worked without adding shares. It just added the interest to my total.

  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta

    But if you're reinvesting the interest you are buying more shares. If you're not buying more shares you should use the Interest Income transaction type which will add uninvested cash to your account instead.

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