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Scheduled Interest Income and Dividend Income for Brokerage Accounts

oc_steven

I really want to schedule Interest Income and Dividend Income in my brokerage accounts. I have most of my money invested in brokered CDs and stocks. Therefore, my income is from Interest Income and Dividend Income in my brokerage accounts. I cannot do any planning unless I can schedule these transactions.

How do I do this now? With a Numbers spreadsheet that I update manually! But it would be nice if Quicken would help me do it.

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Comments

jacobs

@oc_steven It is not currently possible to create scheduled investment transactions as you can in banking accounts. There is an Idea thread (feature request) for this which you should visit to add your vote and comment:

https://community.quicken.com/discussion/7737061/add-ability-to-create-scheduled-investment-transactions-q-mac