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Investment Transactions Only Showing the Past 365 Days (edited)

ScottT

I’m seeing what appears to be a bug in the Transactions screens for both Investment views. The Calendar date selector is currently only allowing me to choose dates within the prior 365 days. And searching on Transactions across all my Investment Accounts is only showing the prior 365 days, instead of showing previous transaction history.

Previously, I was able to access older transaction history, and I need that functionality restored so I can review prior years’ transactions for planning and tax purposes.

Please investigate and correct this issue.

Thank you.

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Comments

Coach Aldair

Hi @ScottT,

Before we investigate further, could you try checking your transaction history settings?

On the Transaction Activity screen, hover your mouse over the "Showing All Transactions" section near the top of the screen. A gear icon should appear next to it. Click the gear icon to access the default transaction history settings for all accounts.

Please check whether adjusting this setting allows you to view transactions older than 365 days.

Let us know if this helps!

Thanks!