I am not quite sure what happened but after I downloaded my monthly dividends Saturday, I noticed they were correctly categorized according to my rules as payment/deposits but excluded from Spending Plan and Reports. This is taxable income that I spend each month. At first, I thought no problem, I'll just change them to Included in Spending Plan/Reports. Then to my horror, I discovered that every single one back to Dec 2020 had been changed to Excluded.
So now I wonder if this really had to do with the download from Fidelity or was something that QS did with one of the updates this week (Post Hoc Ergo Propter Hoc). I know that so many on here want all the investments to be excluded although this only makes sense for IRAs and Retirement Plans (which you can exclude in Settings:Accounts anyhow, which is what I do). Regular brokerage accounts are income and need to be in Reports especially the tax reports.
Anyhow, I started trying to see if I could do a bulk edit of all these brokerage transactions. At first it wouldn't work. I would choose the transactions, then the Exclusion box. Since it was already unchecked, I left it unchecked. Nope. Didn't work. So frustrating. In desperation, I kept trying things and finally hit upon, choosing the boxes to exclude, then clicking them again to un-exclude, and that worked! So what would have taken a lot of time ended up taking only a few minutes. Here's a few screenshots of just some from this past month.
Now maybe everyone already knew to do that, but it wasn't intuitive to me, and I searched the Knowledge Base and didn't find anything. I haven't done an exhaustive search of posts here to see if this was mentioned. Is this a bug? It seems to me once you choose Exclusion and you leave the boxes blank, it ought to change them without you clicking them and clicking them again. But at least it works.
As for the mystery of why 4 years of data got changed, I'm stumped. But if it happens to you, here's what you do.
