Enter capital gains, dividends, or interest income in the Portfolio Manager

You can reinvest income from your investments, or you can transfer this income to another account. If you download information from your brokerage, information about your investment income may already be included in your online updates.

Go to the Portfolio Manager.
Click the plus sign (+) next to the account where you hold the investment, and then click the investment name.
Click New.
In the Add Transaction dialog box, select a transaction type in the Activity list, such as Interest or Reinvest Dividend.
Enter the rest of the information.
- If you reinvest the income, enter the price, quantity, and any commission paid for the reinvestment.
- If you don't reinvest the income, select an account where you want the income to go in the Transfer to list.

Notes

If you reinvest the income, you should enter only two of the three values (Price, Quantity, or Total) for the investment purchase; Portfolio Manager calculates the third value for you.
If you don't enter an amount in the Commission box, Portfolio Manager assumes you paid no commission.