Scheduled transactions for re-invested investment income (Q Mac)

martianewell · August 2019

Just converted from Windows to Mac, investments only, and went through my first month end. Good so far. I wanted to set up all expected income as scheduled transactions. Works fine for dividend income. Can't see how to do it for reinvested income. Is that missing or am I not finding it? Granted, the info would change each month, but I want the scheduled transaction which I'll have to modify. Thanks.

John_in_NC · September 2019

In investment accounts, you can only create scheduled transactions for cash transactions. You cannot create scheduled transactions for any investing activities such as reinvestments.

You will have to manually enter (or download) these transactions each time.

smayer97 · September 2019

Meanwhile, You can add your VOTE to Add ability to schedule investment transactions in Quicken Mac.

First, click on the underlined link above to go there, then click the little grey triangle under the VOTE count at the top of page 1 in the blue banner, so your vote will count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version (it may take a few seconds for your vote to register).

While you are at it, you may want to add your VOTE to related IDEAS found on the
List of Requests Related to Investments. Click on the underlined link, then follow the instructions to add your vote to more related ideas.

Your VOTES matter!

John_in_NC · September 2019

In investment accounts, you can only create scheduled transactions for cash transactions. You cannot create scheduled transactions for any investing activities such as reinvestments.

You will have to manually enter (or download) these transactions each time.

smayer97 · September 2019

Meanwhile, You can add your VOTE to Add ability to schedule investment transactions in Quicken Mac.

First, click on the underlined link above to go there, then click the little grey triangle under the VOTE count at the top of page 1 in the blue banner, so your vote will count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version (it may take a few seconds for your vote to register).

While you are at it, you may want to add your VOTE to related IDEAS found on the
List of Requests Related to Investments. Click on the underlined link, then follow the instructions to add your vote to more related ideas.

Your VOTES matter!

Scheduled transactions for re-invested investment income (Q Mac)

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