Investment Transactions

Discussion List

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  Investment Transaction register search query is cut off when scrolled to bottom of page (edited)

  neon45 31 views 5 comments 0 points Most recent by Coach Natalie December 19Report a Bug
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  Investment Transaction Duplications (edited)

  neon45 555 views 79 comments 0 points Most recent by neon45 December 18Investments
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  Investment transactions coming in with wrong "Action"

  Max1223 27 views 2 comments 0 points Most recent by Max1223 December 15Investments
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  Ability to Import/Export Investment Transactions (edited)

  In Review Jack74 1.1K views 33 comments 42 points Most recent by RockLee December 9Feature Requests
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  Action Sort - Dates out of Sequence

  neon45 55 views 7 comments 0 points Most recent by neon45 December 1Managing Your Transactions
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  Add a 'Qualified Dividends' Investment Transaction Action/Type (edited)

  Active neon45 26 views 1 comment 1 point Most recent by Coach Natalie November 25Feature Requests
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  Buy/Sell Investment Transactions don't update Holdings

  Closed akogan 14 views 1 comment 0 points Most recent by Coach Jon November 20Feedback
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  Manually Tracking Crypto

  Answered ✓ Closed anold 91 views 3 comments 0 points Most recent by Coach Natalie October 16Investments
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  Amount sign reversal on transactions With Interactive Brokers

  RockLee 82 views 14 comments 0 points Most recent by Coach Natalie October 15Adding and Updating Accounts
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  Ability to bulk edit the 'Type' for Investment Transactions (edited)

  Active nothin7 56 views 4 comments 8 points Most recent by neon45 October 11Feature Requests
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  Mobile App: Ability to see Investment Transactions from all accounts in one place (edited)

  Active votr 48 views 2 comments 3 points Most recent by UrsulaA October 3Feature Requests
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  Time Weighted Return + Cash Flow Transactions

  kgpreet 151 views 30 comments 1 point Most recent by kgpreet September 25Report a Bug
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  Ability to have Flags in Investment Transactions (edited)

  Active UrsulaA 15 views 0 comments 2 points Started by UrsulaA September 23 Feature Requests
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  Flag Uses - Exclude tags from reports and track investment income

  Closed UrsulaA 23 views 0 comments 0 points Started by UrsulaA September 23 FAQ Section
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  Merged: TWR Including Cash Transactions

  Closed UrsulaA 19 views 0 comments 0 points Most recent by UrsulaA September 23Troubleshooting
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  Fidelity CMA Transactions Can't be Unexcluded from Reports and Spending Plan

  Closed danielkeisling 302 views 47 comments 1 point Most recent by Coach Jon September 11Troubleshooting
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  Allow Investment Transactions to Impact Manual Investment Account Balances/Portfolio Value (edited)

  Active tonymfernandez 39 views 2 comments 4 points Most recent by Coach Kristina August 24Feature Requests
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  Edward Jones Canada investment accounts do not record transactions correctly

  Closed HWanless 43 views 4 comments 0 points Most recent by HWanless August 2Adding and Updating Accounts
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  Income Dividend Transactions greyed out in Reports

  Closed System 17 views 5 comments 0 points Most recent by Coach Jon August 1Troubleshooting
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  Merged: Can't report dividend income transactions in Fidelity Akoya downloads

  Just want to help 9 views 0 comments 0 points Started by Just want to help August 1 Adding and Updating Accounts
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  Add the Reviewed Checkmark to Investment Transactions (edited)

  Active SeattleGuy 32 views 1 comment 3 points Most recent by Coach Jon August 1Feature Requests
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  Robinhood - Bank Transfer Inconsistency

  Closed Mark H. 21 views 1 comment 0 points Most recent by Coach Natalie July 15Troubleshooting
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  Question about bulk updating Investment Transactions (edited)

  Answered ✓ Closed Michael Q 41 views 1 comment 0 points Most recent by Coach Jon June 27Managing Your Transactions
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  Investing ACTION column and TYPEs

  Closed neon45 65 views 8 comments 0 points Most recent by Coach Natalie June 27Feedback
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  Issue with transactions in Edward Jones Canada account

  Closed System 28 views 7 comments 0 points Most recent by Coach Natalie June 26Troubleshooting
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  Equitable investment accounts broken

  Closed simplira 47 views 5 comments 0 points Most recent by Coach Natalie June 3Adding and Updating Accounts
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  Category vs Type in Schwab (SHB) Brokerage account

  Closed neon45 128 views 10 comments 0 points Most recent by neon45 June 3Investments
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  Can investment transactions be excluded from the transactions activity?

  Answered ✓ Closed Sandee 41 views 1 comment 0 points Most recent by DannyB May 31Investments
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  Security/Payee empty for Investment Transactions in TDA/Schwab account (edited)

  Closed neon45 247 views 41 comments 0 points Most recent by neon45 May 23Report a Bug
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  Transfers to investment account come out as 2 transactions, but come in as 1

  Closed birbyb 121 views 9 comments 0 points Most recent by birbyb April 29Managing Your Transactions