When entering dividends via the “Transaction” menu, the number of shares is automatically populated with the total shares across all accounts. It would be great if this only gets populated after the “Cash Account” is also selected. This way, it would be possible to get the correct number of shares for the specific account instead of the total number of shares across all accounts.
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The determination of shares via the cash account fails due to the securities held in the custody accounts. However, if you select your securities account and select the dividend payment there, the shares will be narrowed down to the corresponding ones..
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Great approach. I’ll do that from now on. Thanks for the tip.