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#2
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| That kills the only solution I was thinking of. I've never looked at this--it may be the way it works. Money is in no way designed for people who are living in much of any economic phase of life besides "slave labor acquisitive." This suggests a bias against viewing investment dividends as income for use in a budget. "John Lehman" <johnmlehman[at]sbcglobal.net> wrote in message news:PWOPd.4643$ZZ.2316[at]newssvr23.news.prodigy.net... - quote - > Yes. Both "use account in BP" and "use account for budgeted savings goals" > are checked |
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#1
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| Yes. Both "use account in BP" and "use account for budgeted savings goals" are checked "Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in message news:uhAfhwzCFHA.208[at]TK2MSFTNGP12.phx.gbl... - quote - > I'm not sure: is there an Include in BP setting in the Investment Cash > Account details? > "John Lehman" <johnmlehman[at]sbcglobal.net> wrote in message > news:rXTMd.564$lz5.89[at]newssvr24.news.prodigy.net... > > When I enter dividends as transactions in my investment accounts, they > > show up in Category Transfer From in my Cash account (for example > > Transfer From: Charles Schwab & Co., Inv (Cash)). These do not show up in > > the Dividend category in Budgets or on any of my budget reports. The > > budget reports don't allow me to select the Investment account as a > > source. > > > On the Categories screen, the transactions all display but with an "Inv" > > in the Num column. I don't see a way to modify the Categories or > > transactions to get these recognized as dividends in my budget. > > > How do I get these dividends to show up in the budget? > > > I'm using Money 2003. > |
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| I'm not sure: is there an Include in BP setting in the Investment Cash Account details? "John Lehman" <johnmlehman[at]sbcglobal.net> wrote in message news:rXTMd.564$lz5.89[at]newssvr24.news.prodigy.net... - quote - > When I enter dividends as transactions in my investment accounts, they > show up in Category Transfer From in my Cash account (for example Transfer > From: Charles Schwab & Co., Inv (Cash)). These do not show up in the > Dividend category in Budgets or on any of my budget reports. The budget > reports don't allow me to select the Investment account as a source. > On the Categories screen, the transactions all display but with an "Inv" > in the Num column. I don't see a way to modify the Categories or > transactions to get these recognized as dividends in my budget. > How do I get these dividends to show up in the budget? > I'm using Money 2003. |
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#-1
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| When I enter dividends as transactions in my investment accounts, they show up in Category Transfer From in my Cash account (for example Transfer From: Charles Schwab & Co., Inv (Cash)). These do not show up in the Dividend category in Budgets or on any of my budget reports. The budget reports don't allow me to select the Investment account as a source. On the Categories screen, the transactions all display but with an "Inv" in the Num column. I don't see a way to modify the Categories or transactions to get these recognized as dividends in my budget. How do I get these dividends to show up in the budget? I'm using Money 2003. |
| Tags |
| dividend, income |
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