How do you get Estimated Income from the quote feed?

Question

The release notes for the Jan 2024, R54.9 state "Portfolio View Options now allow users to specify that dividends from the quote feed should be used for Estimated Income."   I haven't been able to find where to make that Option change.

Quicken Classic Release R54.9

Windows 10

mshiggins · Accepted Answer

Interesting. The suggestion for adding that feature was fairly recent. Surprised to hear it has already been implemented. In case their first pass at implementing the feature is not 100% ready for use, here is a recent discussion on getting useful info for estimated income.

https://community.quicken.com/discussion/7944165/estimated-income

Jim_Harman · Accepted Answer

The original Idea for this was posted in July of 2020 and there was a lot of discussion at that time..

https://community.quicken.com/discussion/7878263/calculate-estimated-income-8-merged-votes

To access the new option, go to Investing > Portfolio and click on Options at the top right, then select Portfolio preferences.

It only works for securities where there is a non-zero downloaded "Ann Div/Shr" amount shown in the Security Detail view. This is basically stocks and ETFs, not mutual funds or other securities.

Please give it a try and let us know what you think.