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Investment Management Suggestion

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Will

24 Mar, 2025 11:27 PM

I'm back with another suggestion for future updates.

It would be most helpful to be able to enter multiple categories when adding a dividend payment. An example: I have one stock that pays a monthly dividend which (for reporting/tax purposes) needs to be separated into 4 categories, sometimes five; Ordinary Income, Qualified Income, Capital Gain (Short and Long) and Return of Capital. I have to create 4 and occasionally 5, entries for that one monthly payment. How efficient it would be to be able to do that in one transaction.

How's the Date Change request coming along? Or is it? :)

I have more ideas, but one at a time.

Thanks...

1. 1 Posted by Stuart Beesley ... on 25 Mar, 2025 12:03 AM

   

   Refer: https://infinitekind.tenderapp.com/discussions/moneydance-developme...

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2. 2 Posted by Will on 25 Mar, 2025 02:31 AM

   

   HI Stuart,

   Did you intend to link to the old messages? This is a separate issue from duplicating dates. Thx..

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3. 3 Posted by Stuart Beesley ... on 25 Mar, 2025 08:08 AM

   

   (Hi. Given this forum contains lots of posts, saying “Date Change request” means nothing and it was unclear if that somehow referred to this. So I put a link to that post here so that anyone looking could work that out for themselves.)

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4. 4 Posted by cexiljhoub on 26 Mar, 2025 06:54 PM

   

   That would be a great addition. Having to split a single dividend into multiple entries manually is definitely a hassle. Being able to assign multiple categories within one transaction would save a lot of time, especially for those dealing with frequent payments.

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5. 5 Posted by Will on 27 Mar, 2025 01:16 AM

   

   Thanks.

   It would be helpful if Infinite Kind polled its users to find out what
   our priorities are regarding Moneydance, and if those priorities are
   aligned with the development team. I know that investments management is
   an essential component for me, and Infinite Kind do a good job in that
   area, but I also realise that I may be a distinct minority.

   wjw

   __________________________________
   Sent from eM Client | www.emclient.com <https://www.emclient.com/get>

   On 3/26/2025 1:54:16 PM, "cexiljhoub" <[email blocked]>
   wrote:

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6. Support Staff 6 Posted by Maddy on 27 Mar, 2025 01:24 PM

   

   @All

   We have created a ticket in our system with your suggestion and now it is attached to this thread

   By posting in this discussion your interest in the ticket has been registered.
   This is equivalent to voting for it.

   We will post on this thread when there are further developments on this topic.

   --
   Maddy, Infinite Kind Support

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7. 7 Posted by Will on 27 Mar, 2025 03:54 PM

   

   Thanks, Maddy.

   I think folks would need to know this is the logic. I didn’t until now.

   On 27/03/2025 08:24:48, "Maddy" <[email blocked]> wrote:

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