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How To Record Income Generated From dividends, Interest, or Capital Gains

Updated: 8/11/2011 | Article ID: GEN82451

  1. In the Account Bar list, select the account you want to use.
  2. Click Enter Transactions.
  3. In the Enter transaction list, select Inc - Income.
  4. Use this dialog to record income from a dividend, interest payment, or capital gain.
    Not all fields are required. Use only the fields that apply to the specific transaction (dividend, interest, or capital gain) that you are recording.
    • Type of income and amount
      Quicken 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.
 
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