So I've been a Quicken User forever and I have started to expand the different types of accounts I have and I have a question on how to do certain things:
1. I just opened a CD (Certificate of Deposit) that earns 4.00% every month for the next 18 months. I created a new "Bank" account in Quicken and put a $300.00 opening deposit. Is there any way to have it accumulate interest over the next 18 months without manually putting it in every single month? I can't set a recurring deposit because the interest is paid to the CD account and then that whole sum is used to calculate the interest the next month. Right now it looks like my only option is to set up a one-time monthly deposit of varying interest amounts AFTER I calculate the interests and totals for each month.
2. I also just opened my Roth IRA and put the money into a mutual fund that pays a dividend every single month. Is there any way to post a dividend in a brokerage style account in Quicken? It looks like I have to post the dividend in my bank account and then transfer the money to the brokerage style account in quicken and invest it...
Thanks if you can help me out.
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