mutual fund sale as income to budget

msgchef · May 2020

Vanguard treats a mutual fund sale and distribution as two transactions. 1 sale of the fund shares and proceeds into a money market fund. 2. transfer of the money market account to designated checking account. Since one transaction is a 'SELL' and the other is a "TRANSFER' how can I use one of the income categories so that it shows as income on my budget actual.

Quicken_Tyka · May 2020

Hello @msgchef

Thank you for taking the time to visit the Community to post your issue, although I apologize that you haven't received a response.

At this time, the budget in Quicken for Mac does not include transfers. The transaction will need to be a deposit and not a transfer to be included in the budget.

The ability to include transfer in the budget has been planned however there is no ETA that I am able to offer at this time.

In the meantime, I would take a look at a previous discussion available here.

I hope this helps!

-Quicken Tyka

Quicken_Tyka · May 2020

Hello @msgchef

Thank you for taking the time to visit the Community to post your issue, although I apologize that you haven't received a response.

At this time, the budget in Quicken for Mac does not include transfers. The transaction will need to be a deposit and not a transfer to be included in the budget.

The ability to include transfer in the budget has been planned however there is no ETA that I am able to offer at this time.

In the meantime, I would take a look at a previous discussion available here.

I hope this helps!

-Quicken Tyka

mutual fund sale as income to budget

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