Dividends & interest payments don’t appear in budget
Dividend and interest payments in my brokerage accounts do not appear, either when creating or viewing a budget.
I suspect this obtains from the fact that the “Type” field of the transactions as downloaded from Charles Schwab contains either “Dividend Income” or “Interest Income” rather than “Payment/Deposit”. (Transactions in the same accounts and downloaded in the same manner and for which the “Type” field contains “Payment/Deposit” do appear.)
Quicken Help includes the note: “From investment accounts, only cash transactions for which you can apply a category are included.” (The transactions which fail to appear do have a valid category.)
Dividend and interest payments are a critical component of my income and a budget which arbitrarily excludes them is of little use. How can I cause the dividend and interest payments in my brokerage accounts to appear automatically in my budget?
I notice there was some discussion of this a few years ago - plenty of time to develop what should be a straightforward fix. Has it been fixed and, if not, when will it be?