Adding in dividends after shares have been sold

[Gillyches]

I've sold some shares after the ex-dividend date and, thus, removed them from the active portfolio.

Is there any way to log/add in the dividend now I've done that? I don't see a way to do it from the help menu.

Any advice would be helpful. Thank you.

[Mark]

Hi Gillyches,

Yes, you can still manually record or retrieve the dividend from your broker. You wouldn’t be able to use Yahoo to get the dividend in this case.

[Gillyches]

Hi Mark,

Yes, you can still manually record or retrieve the dividend from your broker. You wouldn’t be able to use Yahoo to get the dividend in this case.

I know how much it is...I'm just not sure how to add it to the 'Income Schedule- Expected' log manually.

[Mark]

Hi Gillyches,

You may not be able to do this if you’ve sold the shares. I’m out of the office until Aug 2. Let me take a closer look when I get back and I’ll try to answer more precisely.

[Gillyches]

Thank you.

[Mark]

Hi Gillyches,

Yes, I can confirm that when using the "Income From:" of "Income Investment Properties (Expected)" in an Income Summary report, you must own shares for a dividend to be reported. Not sure there is a good workaround for this situation...

[Gillyches]

Thank you, Mark,

I feared as much - c'est la vie.

Cheerio

Gill