Any way to categorize dividend income from 401(k) accounts not as monthly income? (edited)

Rayichris
Rayichris Member
edited March 2023 in Investments

Any way we can categorize the dividend income from 401(k) accounts, not as monthly income

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  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Answer ✓

    Hello @Rayichris ,

    Thanks for posting your inquiry to the Community!

    Would you mind clarifying how you're tracking the transactions in question in Simplifi, please? Are you tracking them as Investment Transactions, or are you using a regular banking account type to track them? If the former, the transactions should not be included in the Spending Plan in any way. The only types of Investment Transactions that can be included anywhere at this time is in Reports only, and only “cash flow” types, such as ‘Payment/Deposit’.

    If you're tracking them as regular transactions in a regular banking account, such as a checking account, you should be able to simply ignore them from Reports and/or the Spending Plan; more details on doing so can be found here.

    Please let us know so we can best assist!

    -Coach Natalie

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