Dashboard showing brokerage transactions as Bills & Payments
I closed out a vertical put position (through Schwab) and it showed up under "Bills & Payments".
Sent "Feedback" with reference id 414597709321042176.
Comments
-
@budgetj75, thanks for posting to the Community!
To clarify, is the transaction in question an Investment Transaction or a regular banking transaction? Is the transaction future-dated? Also, is there a Recurring Series set up for it?
Please let us know so we can best assist!
-Coach Natalie
0 -
It's an investment transaction that was in my Schwab "Manual" account. It was not future dates. There was no bill or series set up for it.
0 -
@budgetj75, thanks for confirming!
When you click the three dots to the upper right of the item in question, does it show "edit/delete reminder" or "edit/delete transaction"? Does the item now show as "past due" in Bills & Payments? Also, what is the 'Type' used for the Investment Transaction? I just created a future-dated 'Payment/Deposit' Investment Transaction and did not see this issue.
We look forward to your reply!
-Coach Natalie
0 -
Well, it now disappeared. But when I go look, the two types were "Buy to Cover" and "Sell".
1
