How to make DivInc Income Reminder visible for forecasting in the Projected Balances?

Question

The DivInc Income Reminder type is only available in the Investment account, but the "Projected Balances" uses Cash accounts only.

My Schwab Investment account is tracked with linked Cash account, but DivInc Reminder isn't shown in this Cash account for a forecast. It will be there as completed transaction only, but isn't before.

How to setup future Dividend income for the forecast?

I want to forecast my Investment Fixed Income and I'm looking for appropriate setup.

thanks

NotACPA · Accepted Answer

I don't believe that I hadn't noticed, prior to researching just now, that Income Reminders in an investment account with an LCA don't also appear in the LCA itself.

And, I couldn't figure out any way to make that happen.

I suggest that you create an IDEA post to this effect, and see what support it gets from other users.  It'll need about 50 votes to get the attention of the Devs and considered for implementation.

In the meantime, the only thing you seem to be able to do is to actually record those reminders in the investment account, and edit them later as needed.