Where do I enter dividends and interest from investments?
Where to find it: ACCOUNTS and INVESTMENTS → Edit Investments → Edit
Enter them as expected yields on the investment that produces them. Open the account’s Edit Investments screen and edit the holding. Use the interest, dividend, capital-distribution and return-of-capital fields as applicable, and review the dividend type for a non-registered holding.
For example, if shares are expected to pay 3% dividends, enter 3 as their annual dividend yield. Do not also create the same dividends in INCOMES: TIME MACHINE calculates them from the holding, and a second entry would count them again.
The reinvestment checkbox controls whether the distributions are reinvested in that holding. Otherwise they reach the account’s Cash investment. Withdrawing distributions from the account to fund household spending is a further instruction, available in AUTOMATIC SAVINGS and WITHDRAWALS.