How to enter dividends

davidvernonlong's Avatar

davidvernonlong

21 Oct, 2019 10:22 AM

I am entering dividends in the Register of the relevant investment account. I select the action "Div", then select the stock name, from the drop down list. I expected the category to default to " dividend income ", but I have to type it in. The same for the Fee Category. Am I doing something wrong? And why is there a share Price shown in the share price column along side this transaction?

  1. 1 Posted by RobS on 04 Nov, 2019 10:28 PM

    RobS's Avatar

    Hi,

    Just a fellow user here.

    Each account has a default category, which you can specify when you set up the account. This will be the default whichever type of transaction you enter in the account.

    I agree this does not seem ideal, perhaps Moneydance might wish to consider changing this in a future release?

    But having said this, I have set up four categories for dividend income; regular and special dividend income for individual shares and similar for investment trust dividend income, so one default would not suffice for me.

    To simplify things, I group all my investment categories under one main category and set this main category as the default for the account, which simplifies selection of the correct category as they are all immediately below the default selection.

    Hope this helps a little.

    Sorry, can't help with regard to the share price display.

    RobS

  2. 2 Posted by dwg on 05 Nov, 2019 02:17 AM

    dwg's Avatar

    I'm a fellow user.

    I suspect you are seeing prices that are greyed out, if this is the case then they should just be placeholder values. Discussions have been had about these in the past and while I have no problem if placeholders are needed in the data I do not believe they should be visible.

  3. System closed this discussion on 04 Feb, 2020 02:20 AM.

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