Income Dividend Transactions greyed out in Reports

System

This discussion was created from comments split from:

Fidelity Account via Finicity (Akoya) does not include Transaction history.

Just want to help

The Exclusion section shows greyed out check marks in all dividend income transactions loaded into Simplifi from Fidelity Akoya connection. So reporting of income transactions from investment accounts in reports is not working.

Coach Jon

Hello @Just want to help,

We went ahead and merged your post with this one, as this post contains information you can follow along with as seen in the above comments.

Thanks,

Coach Jon

Just want to help

Thanks. It looks like the Akoya link does not address the transaction issue and we will have to wait for the Fidelity original connection to get fixed. If I missed something let me know.

Just want to help

I can see the transaction amounts, they are just greyed out.

Coach Jon

Hello @Just want to help,

Thanks for the clarification. You will need to make the transactions the Payment/Deposit transaction type, and then un-exclude them to show in Reports. Here is a good support article mentioning how: https://help.simplifimoney.com/en/articles/6540220-managing-investment-transactions#h_08be194ced

Thanks,

Coach Jon