Dividend Income in Portfolio View
Dividends are showing up in the portfolio view of investments as a separate account with values. The dividends balances are showing up in the account quantities and then again in the Dividend Income section doubling up the balances.
- Portfolio_View 49.8 KB
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1 Posted by ljb on 04 Aug, 2012 09:41 PM
I'll take a guess at this. You have an account - an investment account - called Dividend Income, which you are using as the source category for your dividends. You should be using an income category for that, not an account.
If I'm right, to fix it, you will need to pick (or create) an income category, then switch the "category" for all your dividend transactions to that category. Then you can rename the category and delete the unwanted Dividend Income account (which should then have no transactions in it).
In the meantime, you can just unselect this "Dividend Income" account when you do the portfolio report.
2 Posted by danhenderlight on 05 Aug, 2012 01:38 AM
Thank you for your reply. It wasn't a category, but it was the use of dividers and buys. Turned the buys into reinvestments and deleted the dividends and the "account" went away.
3 Posted by Scott Meehan on 05 Aug, 2012 01:49 PM
Hi Daniel,
It sounds like you were able to fix this issue, so that's good to hear! Please let us know if that's not the case or if we can be of further assistance!
Scott Meehan
Moneydance Support
Scott Meehan closed this discussion on 05 Aug, 2012 01:49 PM.