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Adding miscellaneous income

Use the Miscellaneous Income transaction type to record income related to a holding that is not a dividend, interest payment, or capital gain distribution. This income will be added to your cash balance.

To record miscellaneous income

  1. Select the investment account you want to use and click the Transactions tab.
  2. Click the Transactions tab and then click the New Transaction icon in the register toolbar.
  3. Select Income > Miscellaneous from the Transaction Types list.
  4. Add the information for:
    • Date - Enter the date when the miscellaneous income was incurred.
    • Security - Select the security for which you want to add the income. If the security does not appear in the list of securities, select Edit Securities to add it.
    • Amount - Enter the miscellaneous income received.
    • Category - Select the category of the income. The default is Uncategorized.
    • Memo - Enter the note you want to associate with the transaction.
    • Tags - Enter the tags that you want to use when searching for the transaction.
  5. To add an attachment, go to the Attachments tab, click the Add attachment button, and select the file you want to attach to the transaction.
  6. Click Save when you are done.

Note: Recording a transaction in Quicken does not execute a real-world trade, transfer, or other transactions. Contact your broker to execute trades or transfers.

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