Investment Interest and Dividends As Income in Spending Plan? (edited)

Question

Do Interest and Dividends from Investment Accounts appear as Income in the Spending Plan.  I have six investment accounts at JPM and I would like the interest and dividends from three of these accounts to report as Income on the Spending Plan.  Is this possible?

Wedo778 · Accepted Answer

I would think they can be if your bank is downloading the transactions. Out of the box these get marked as "exclude from reports and spending plan" but you could change that to include them as well as to put them in one of your income categories. As a test I just did this to one of mine and it showed up in the spending plan.

Coach Natalie · Accepted Answer

@skgdogs, thanks for reaching out to the Community with your inquiry!

At this time, the only Investment Transactions that can be included in the Spending Plan are 'Payment/Deposit'. So you can include the items in question as income in the Spending Plan after editing the type to a Payment/Deposit, and then making sure the box to exclude from the Spending Plan is unchecked.

Here is our support article on Investment Transactions in case it's insightful at all:

https://support.simplifi.quicken.com/en/articles/6540220-managing-investment-transactions

Otherwise, we have an existing request for the ability to include all Investment Transactions in Reports and the Spending Plan that I'd suggest adding your vote and feedback to, and then following for updates:

https://community.simplifimoney.com/discussion/5312/ability-to-include-any-all-investment-transaction-in-reports-and-the-spending-plan-edited

I hope this helps!