Set-up scheduled income dividend payments & reminders

lhk
lhk Member ✭✭
edited March 2020 in Investing (Windows)
Your income dividend payments does not work - using windows 10 desk top computer

Best Answer

Answers

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    This works for me, please describe what version of Quicken you are using (from Help > About Quicken) what you tried and what happened.
    QWin Premier subscription
  • lhk
    lhk Member ✭✭
    edited March 2020
    When adding an income account, the first menu that comes up is all payees. It ends up with a payment to the income source!
  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    In Q, "income" is a CATEGORY ... not an Account.
    And a Dividend transaction is recorded in the Investment account where the security is held ... not in your checking account.
    IF your checking account is a "Linked checking Account" (that represents the cash portion of your brokerage account) then Q itself will record a DivX transaction and reflect the dividend in your Linked checking account.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • lhk
    lhk Member ✭✭
    At the bottom of the 'Bill and Income Reminders' page:
    > Add button
    > Income Reminder
    > From menu
    Here is the problem, this menu only shows the memorized payee list
    I need the security list
    If you type in a security, you end up with an income reminder that pays the dividend back to the security!!
  • lhk
    lhk Member ✭✭
    Version 2020, R25.21
  • lhk
    lhk Member ✭✭
    Sherlock you did it, you are a super user!
    Thanks much
  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    lhk said:
    When adding an income account, the first menu that comes up is all payees. It ends up with a payment to the income source!
    These words don't make any sense....
    Are you attempting to add transactions manually, or were they downloaded from your brokerage ?
    Where is this "dividend income payment" coming from... stock, mutual fund, etc ?
    Do you have a Quicken account established for this holding ?
    And where is the dividend amount getting deposited or transferred ?
    Is it - re-invested, added to a cash balance, added to a linked cash account, etc ?



    QWin - R54.16 - Win10

  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    edited March 2020
    Adding a dividend income payment -
    Is there is a Quicken software problem ?

    nope.. no software problem -
    and I have suggested that your 3 topics on this subject all be merged into a single thread...


    QWin - R54.16 - Win10

  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    edited March 2020
    interesting.... tnx for the lesson - @Sherlock
    guess it might be helpful for accounts handled manually....
    or tracking EX-Div dates

    QWin - R54.16 - Win10