In Budget, Distinguish Between Taxable and Tax-Free Dividend/Interest Income

recursor1
recursor1 Quicken Windows Subscription Member ✭✭✭
edited November 30 in Budget and Planning Tools

Hi,

So I have a Fidelity CMA Account, which holds a short-term treasury government money market fund. And I want to include dividends from that fund in my budget as income. But I don't want to include dividends from retirement accounts or tax-free accounts because, well, I don't plan on ever touching that money, and while it contributes to my net worth, I'm not planning on using it as spendable income. Same with interest in tax-free accounts. So, I'd like a way to separate the dividends into two categories. It looks like at one point it might have been possible, but the feature doesn't exist now.

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