Record a Dividend or DRIP

Dividends can be recorded manually by adding a new transaction, and changing the 'Type' to 'Dividend' or 'Dividend + Reinvestment'.

To customize whether a DRIP transaction shows a cost basis, you can go in to the app Settings, Calculations, and toggle the 'Dividends reflected in totals' option.

We are working to automate this in a future release and adding more dividend features like dividend forecast.