Where are reinvested capital gains distributions recorded in Quicken?
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
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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.
QWin Premier subscription0 -
The associated actions for those distributions will use the related categories automatically. From the Enter Transactions button, the Income selection will get you there.
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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.
QWin Premier subscription0 -
@Jim_Harman Thanks for the pickup on that. My oversight.
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