Import Dividend Income for Budgeting Purposes

weileycoyote
weileycoyote Quicken Mac Subscription Member ✭✭
edited June 7 in Investments

Quicken has all my stock information (Symbols/Shares/Purchase Dates/Cost Basis). It would be great if Quicken would import dividend income so that the user could use this in the budgeting section.

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  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited June 7

    Do you mean past dividends or projected future numbers based on your current holdings?

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  • Boatnmaniac
    Boatnmaniac Quicken Windows Subscription SuperUser ✭✭✭✭✭

    I believe this capability already exists. In the Budget tool, click on Manage Budget Categories > Personal Income > check the box for _DivInc > OK. Does this give you what you are looking for?:

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    Quicken Classic Premier (US) Subscription: R59.10 on Windows 11

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    And if you want to project future dividend income in your budget, you can set up Reminders for the expected income. If you have a small number of securities, you could make one for each security, or you could estimate the income for each account. I do this but just for taxable investing accounts.

    The Reminders will also feed the Tax Planner, which is very helpful if you use that.

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