Dividend categories

When entering dividends for a particular investment in Microsoft Money, either using the "dividend" or "reinvest dividend" activities, it is not possible to enter a category into Microsoft Money. This can be seen in the image below.

Entering a dividend into Microsoft Money - note there is no option to select a category

Microsoft Money does actually assign a category to the transaction though. Usually it is Investment Income:Dividends, although the name can be changed.

To use a different category, go to the options setting at tools->settings->investment categories. The setting for dividends will be noted in the displayed window (see image below)

Default investment categories in Microsoft Money

If you want to change the category from the default (investment income:dividends) then you can do so here.

Viewing this category through the categories place in Microsoft Money will list previously entered dividends.

Category: Investment

Keywords: category, dividend, investment

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