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Use the Income dialog to record the cash received from dividends, interest income, miscellaneous income (such as tax-free interest), and capital gains distributions (long-, mid-, or short-term).

  1. Open the account you want to use.
  2. Click Enter Transactions.
  3. In the Enter Transaction list, select Inc - Income (Div, int, etc.).
  4. Use the applicable fields in this dialog to record income from a dividend, interest payment, or capital gain (not all fields are required).
    • Type of income and amount
    • Transfer Account (Optional)
  5. Click Enter/New to enter another transaction, or Enter/Done to finish.

Notes

A medium-term holding period was used during the 1997 tax year.