Ability to show projected dividend income for your portfolios.

Options
patgamen
patgamen Mac Beta Beta
edited February 6 in Investments

Add the ability to show projected dividends by month, and week for the next year based on the stocks, bonds, CDs, Money Market, et. al. in your portfolio. You should also be able to see these by account type to determine potential tax implications.

A good start would be to add the Ex-Div and Pay Date to the current 'Portfolio' on the Investing dashboard.

An Investment Income view on the 'Investing' dashboard would be nice. It would show a bar graph by month for the next 12 months based on your current portfolio. It should also show the average income per month.

6
6 votes

Reviewed · Last Updated

Comments

  • Tom Young
    Tom Young SuperUser ✭✭✭✭✭
    Options

    Can't you just create income Reminders to accomplish this?

  • jacobs
    jacobs SuperUser, Mac Beta Beta
    Options

    @Tom Young In Quicken Mac, you can create scheduled transactions (a.k.a. Reminders) for banking-type transactions, including in investment accounts, but you cannot create scheduled investment-type transactions.

    @patgamen There is an existing Idea thread (feature request) for this functionality, and it needs a few more votes to be forwarded to the development team for consideration. Please click the View Post link below and add your vote in the yellow box at the top of the page:

    That won't cover everything you've asked for above, but it would go a long way to allowing you to see projected future income.

    Quicken Mac Subscription • Quicken user since 1993
  • patgamen
    patgamen Mac Beta Beta
    Options

    Thanks… upvoted the feature.