Allow transactions to be imported by sale of stock units...
… -- This is how my retirement account takes out their fees. They sell a very small portion of stock. This impacts the balance of the portfolio on the investments tab going forward, versus just saying the portfolio is a whole is worth $20 less. I'd like to import transactions that's say I have less stock, not just transactions that indicate I have a lower balance now. This is especially critical for accounts with known banking issues, see:
This screenshot hopefully provides additional clarity:
Thank you so much for considering this!
Comments
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@trycrmr, thanks for posting your request to the Community!
I went ahead and moved this out of Feature Requests so we can do some coaching, as well as share some existing Idea posts with you. First, since it sounds like you're looking to import Investment Transactions, I wanted to point out that Investment Transactions don't impact your Portfolio Value in any way. Here are some articles with more information on how these two separate features work —
With that, if you're looking to import Investment Transactions where you can import actual investing actions, please see our existing request here:
However, if you're looking to have (or also looking to have) Investment Transactions impact your Portfolio Value, you'll want to visit our existing request here:
I hope this helps!
-Coach Natalie
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