Entering Dividend Returns

Lance A's Avatar

Lance A

12 Aug, 2019 11:40 PM

I am New to Moneydance and am presently setting it up in demo mode.
I have a SMF which I am recording for and part of the investments are 8 shares which periodically send dividends. At present I have those 8 shares listed under one heading called "------Shares". How would I handle a dividend that comes in from one of those shares which is deposited in my trading account?

  1. 1 Posted by Stuart Beesley on 30 Sep, 2019 08:40 AM

    Stuart Beesley's Avatar


    What is a SMF?

    In simple terms, as follows:
    - create an investment account
    - add 8 securities; one for each of your different shares/funds
    - perform a BUY for each of your funds
    - perform DIV transaction for each fund dividend.

  2. 2 Posted by Lance A on 01 Oct, 2019 06:54 AM

    Lance A's Avatar

    Thanks Stuart. That should do it.
    I misssed a letter out and it should have been SMSF which stands for Self Managed Super Fund.

  3. System closed this discussion on 31 Dec, 2019 07:00 AM.

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