Income blocked from reports
I just linked Simplifi to my brokerage accounts and am very happy with the results except for one issue: dividend and interest income transactions are marked to not appear on reports. I've reinstalled Simplifi and tried everything I can think of but still can't see income transactions on the reports.
Any suggestions will be appreciated.
Comments
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I don't do very well with the investment module, but for any investment transaction to be included in your reports you need to use specific types and select certain options. Here are several support articles related to Investment accounts:
Danny
Simplifi user since 01/22
”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer0 -
Thanks for the prompt reply.
I had found my way to the transactions that were marked to be excluded from the income reports. I opened the transaction detail and found the 'exclusions' area. But I was not permitted to uncheck 'exclude from reports'. I hovered over it and clicked on it but nothing happens.
Is there a way to uncheck the exclusions?
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@JXXS, thanks for posting your inquiry to the Community!
As mentioned by Danny, only certain types of Investment Transactions can currently be included in Reports and the Spending Plan, such as 'Payment/Deposit. If you want to include a different type of Investment Transaction in Reports, I'd recommend changing it to a Payment/Deposit and then using an Income/Expense Category accordingly. Otherwise, I'd suggest adding your vote and feedback here:
I hope this helps!
-Coach Natalie
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Thanks Natalie, I was able to manually change all of my interest and dividend income transactions to payment/deposit>Personal Income/interest earned. That allowed me to include them in reports.
I hope that this problem is addressed in an upcoming release.
Jeff
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