Brokerage.. Include the Security Symbol for Qualified Dividends

Options
neon45
neon45 Member ✭✭
edited January 22 in Feature Requests

When my broker reports a regular Dividend for stock XXXX…

Simplifi dutifully reports the Security / Payee.. Ordinary Dividend & Stock symbol … excellent~

But… when, exactly the same report comes through with a Qualified Divided… the Security / Payee entry does NOT show the security.

I have to go through each account transaction and match dates to Dividend Amounts and manually enter the Security.

help….

Tagged:
1
Up Down
1 votes

Active · Last Updated

Comments

  • neon45
    neon45 Member ✭✭
    Options

    I guess this doesn't effect enough folks. It is time consuming though when one has to go through numerous accounts and copy / paste from the brokerage account to Simfplif and update the category from Uncategorized to Qualified.

Categories