In the Planning tab how can I populate the Personal Income category _DivIncTaxFree?

bartdawson
bartdawson Quicken Windows Subscription Member ✭✭

Every month I reinvest the monthly dividends from a tax-free security, which has the tax-free box checked in the security properties window. The drop-down menu for the investment transaction does not include tax-free income.

Answers

  • veegee
    veegee Quicken Windows Subscription Member ✭✭✭✭

    @bartdawson Where, under the 'Planning' tab? [Budgets|Debt Reduction|Lifetime Planner|Tax Center|Savings Goals ?]

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  • GeoffG
    GeoffG Quicken Windows Subscription SuperUser ✭✭✭✭✭

    If you change from Expenses to Income and Show hidden categories selected, you should see the option at the end.

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