Brokerage Account Transaction detail
Sure would be great if this small oversight was fixed…. Or, am I missing something again?
Under Security / Payee my Ordinary Dividends post with the security symbol. Yet, none of my Qualified Dividends post with a symbol. I have to go through my accounts and match dates and amounts and edit each transaction.
The following are copy/pasted from the Transaction Detail:
Appears as "QUALIFIED DIVIDEND" on Nov 7, 2023. < < note: no stock symbol.
Appears as "Ordinary Dividend~symbol" on Dec 29, 2023.
The data lines are virtually the same length. They have exactly the same data except for "Qualified".
And yet, Short and Long Term Capital Gains show the associated stock symbol.
Appears as "SHORT TERM CAPITAL GAINS (symbol)" on Dec 29, 2023.
The symbol is there in my brokerage report.
Comments
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@neon45, thanks for posting your feedback!
I'm not sure that I'm following the issue, but it sounds like you're referring to Investment Transactions. If so, Investment Transactions are still being worked on pretty heavily; in the meantime, we have a feedback thread available here where you can share your experience:
Sorry for not having a better answer, but I hope this helps!
-Coach Natalie
-Coach Natalie
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In a nutshell….
When my broker reports a regular Dividend for stock XXXX…
Simplifi dutifully reports the Security / Payee.. excellent~
But… when, exactly the same report comes through with a Qualified Divided… the Security / Payee does NOT show the security.
I have to go through our accounts and match dates to Dividend Amounts and manually enter the Security.
help….
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@neon45, is the issue occurring with Investment Transactions? If so, please be sure to report what you're seeing on our Investment Transactions feedback post so it can be reviewed by our product team:
Thanks!
-Coach Natalie
-Coach Natalie
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