Importing share dividend information into Reckon Accounts Home & Business

Is there a way of importing share dividend information into Reckon Accounts Home & Business without the need for manual entry?

If not, is Reckon planning on developing such a facility?

Many thanks,

Jimbo

Comments

  • GerryWinter
    GerryWinter Accredited Partner Posts: 1,043 Personal Range Expert Personal Range Expert

    Are they existing shares that you have?

    Gerry 0418907140 

    [email protected]

  • Jimbo
    Jimbo Member Posts: 6

    Yes. When they pay dividends (usually twice per year) I need to enter the details to keep track of them. Hoping that Reckon has a solution.

  • GerryWinter
    GerryWinter Accredited Partner Posts: 1,043 Personal Range Expert Personal Range Expert

    I have always been able to do just that, it may be the way you have been using it or the setup in your file.

    Gerry 0418907140 

    [email protected]

  • Jimbo
    Jimbo Member Posts: 6

    Many thanks - but I do not know how you do this. I am NOT using Reckon HUBB Investor. Can you please explain how it is done if I just get many PDF statements of dividends (each of 1 page) emailed to me by each share registrar company?

  • GerryWinter
    GerryWinter Accredited Partner Posts: 1,043 Personal Range Expert Personal Range Expert

    Bit hard to how you doing it, i can log in to have a look with you, SMS me your phone number, and customer ID and i will call you.

    Gerry 0418907140 

    [email protected]