Investment and retirement account transactions in Reports

drakej Member
edited February 3 in Using Reports
A few months ago, I noticed that you brought in transaction detail to investment and retirement accounts where it is available.  This was a nice change, as I like to include my retirement contributions in my savings numbers. 

Since then, you have excluded all retirement/investment account transactions from our numbers.  I understand that for most people, if you touch nothing about the transactions that come in, you end up with inaccurate spending numbers - but I'm cleaning mine up, so it's not a problem for me. 

Is there a way for me to include retirement/investment account transactions in my reports section?

Best Answer

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Answer ✓
    Hello @drakej,

    Thanks for posting your inquiry to the Community!

    Unfortunately, Investment Transactions are unable to be included in Reports, Watchlists, or the Spending Plan at this time. The Investment Transactions feature is still in Early Access so it's still being worked on; our Product Team does plan to make these abilities available in the future. 

    To learn more about Investment Transactions, please see our Support Article here

    I hope this helps!

    -Coach Natalie
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