03 Nov, 2019 09:47 AM

if i have a dividend/interest i receive against an investment but the dividend/interest is received in my current account, how can i flag it in such a way that i can later run a report to show me the % return on that investment?

  1. 1 Posted by dwg on 03 Nov, 2019 10:21 AM

    dwg's Avatar

    I'm a fellow user.

    Most of my investment dividends get posted to my Cheque account by the company concerned. However to ensure that It posts against the security concerned and I can do all the reporting I need I post it through the appropriate Investment account using a DivXfr transaction. So the funds pass through the investment account but end up in my cheque account.

  2. 2 Posted by Paul on 03 Nov, 2019 04:50 PM

    Paul's Avatar

    Sent from my iPad

  3. System closed this discussion on 02 Feb, 2020 04:50 PM.

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