Quicken issue with SWVXX dividend income flaw

Herb A
Herb A Quicken Mac Subscription Member ✭✭
edited August 24 in Investing (Mac)

Quicken shows a dividend from SWVXX at mid-month each month; however it does not show it as re-invested in the SWVXX Money market security, instead I have to enter that amount manually. Is there a best practices to use to manage the Schwab-Quicken-SWVXX accounting mess?

Comments

  • clinc
    clinc Quicken Mac Subscription Mac Beta Beta

    I don’t know if it’s best practice but I change the transaction type from dividend to reinvested dividend.

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