Enter capital gains, dividends, or interest
income in the Portfolio Manager
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.
In the Add Transaction dialog box, select a
transaction type in the Activity list, such as
Interest or Reinvest
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
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.