Brokerage.. Include the Security Symbol for Qualified Dividends

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….

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  • neon45
    neon45 Member ✭✭

    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.

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