Where are reinvested capital gains distributions recorded in Quicken?

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jfowler007
jfowler007 Member ✭✭
edited January 16 in Investing (Windows)

Automatically reinvested dividends are recorded in the category _DivInc.

Is there a corresponding category for automatically reinvested short-term and long-term capital gains distributions?

Answers

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
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    There are special Categories for capital gains distributions - _ST CapGnDst, _MT CapGnDst, and _LT CapGnDst . The MT is a leftover from years ago when there was a Midterm tax rate. Note that all the investing Categories are hidden by default.

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  • q_lurker
    q_lurker SuperUser ✭✭✭✭✭
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    The associated actions for those distributions will use the related categories automatically. From the Enter Transactions button, the Income selection will get you there.

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
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    … and for reinvestments, enter them on the Reinvest page.

    And from the Transaction List (Register), the selections are ReinvSh, Md, and Lg.

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  • q_lurker
    q_lurker SuperUser ✭✭✭✭✭
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    @Jim_Harman Thanks for the pickup on that. My oversight.

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