Quicken Windows Help

Record income (dividend, interest, or capital gain)

Use the Income dialog to record the cash received from dividends, interest income, miscellaneous income (such as tax-free interest), and capital gains distributions (long-, mid-, or short-term).

For reinvested dividends or interest, including interest that stays in a CD or dividends that stay in a money market fund, use the Income Reinvested dialog.

  1. Open the account you want to use.

  2. Click Enter Transactions.

  3. In the Enter Transaction list, select Inc - Income (Div, int, etc.).

  4. Use the applicable fields in this dialog to record income from a dividend, interest payment, or capital gain (not all fields are required).Type of income and amountQuicken provides six options: Dividend, Interest, Capital Gain Distribution Short, Capital Gain Distribution Medium, Capital Gain Distribution Long, and Miscellaneous. If you choose Miscellaneous, you can categorize the income using the Category for Miscellaneous field.Transfer Account (Optional)Select the account you'd like the funds to be deposited in. If you leave this field empty, Quicken deposits the income amount in the account displayed in the Account List.

  5. Click Enter/New to enter another transaction, or Enter/Done to finish.

Notes

A medium-term holding period was used during the 1997 tax year.