Add dividend income

When to add dividend income

Add dividend income when a stock asset in your portfolio paid cash into the account. The account must have cash tracking available so the dividend can be reflected in cash history.

What information you need

• The stock asset that received the dividend.
• The Net cash amount paid into the account.
• The Gross amount if you want Bitease to calculate withholding tax.
• The Transaction date.

Linked asset behavior

A dividend transaction should be linked to the portfolio stock asset that received the dividend. When you start from a stock position, Bitease can preselect or restrict the linked asset. When you start from Add cash transaction, choose Dividend and then select the linked stock asset.

Add the dividend

1. Choose Add dividend from a supported stock position or transaction page, or choose Dividend from Add cash transaction.
2. Confirm or select the Linked asset.
3. Enter the Net cash amount.
4. Enter the Gross amount if it differs from the net amount.
5. Set the Transaction date and save the dividend.

Net amount, gross amount, and withholding tax

Net cash amount is the amount received in cash. Gross amount is optional; if you enter it, Bitease can calculate the withholding tax difference. If gross amount is left empty, it is treated as the same as net amount.

How dividends affect your portfolio

Dividend transactions add cash history and can appear in dividend-related columns for the asset. They do not replace buy or sell transactions for position quantity.