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Use the Income / Reinvestment transaction screen to record details for investment income and other amounts received by the currently open portfolio. Entry fields include:
- Ex-dividend Dates
- Income as either dividend or interest income.
- Income as either taxable or non-taxable.
- Income as qualified or non qualified.
- Dollar amount of cash dividend or interest
- Dollar amount of short-term or long-term gain distributions.
- Dollar amount of long-term gain distributions.
- Dollar amount of any non-taxable distributions.
- Dollar amount of any other income.
- Dollar amount of any taxes withheld i.e., foreign taxes paid.
- Dollar amount of any miscellaneous expenses.
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