Investment Transactions

Transfers to investment account come out as 2 transactions, but come in as 1

birbyb 78 views 9 comments 0 points Most recent by birbyb April 29Managing Your Transactions
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Ability to bulk edit the 'Type' for Investment Transactions (edited)

Active nothin7 14 views 0 comments 1 point Started by nothin7 April 17 Feature Requests
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Ability to create different Income Types for Investment Transactions (edited)

Active rickj 15 views 0 comments 1 point Started by rickj April 15 Feature Requests
M1 Finance buy/sell stocks transactions are not showing

simplira 31 views 3 comments 1 point Most recent by Coach Natalie April 12Adding and Updating Accounts
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Allow Investment Transactions to Impact Manual Investment Account Balances/Portfolio Value (edited)

Active tonymfernandez 28 views 0 comments 2 points Started by tonymfernandez April 9 Feature Requests
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Brokerage.. Include the Security Symbol for Qualified Dividends

Active neon45 44 views 1 comment 1 point Most recent by neon45 March 31Feature Requests
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Ability to Split Investment Transactions (edited)

Active Jack74 67 views 2 comments 3 points Most recent by Pinoyjim March 30Feature Requests
Some questions from a mint user

Answered ✓ Closed swiggity 70 views 4 comments 0 points Most recent by swiggity March 27Getting Started
Show investment transactions in app

Closed votr 44 views 4 comments 2 points Most recent by votr March 24Investments
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Mobile App: Ability to see Investment Transactions from all accounts in one place (edited)

Active votr 28 views 0 comments 3 points Started by votr March 24 Feature Requests
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Ability to Import/Export Investment Transactions (edited)

In Review Jack74 780 views 20 comments 25 points Most recent by axon March 22Feature Requests
Confused about something I'm seeing in Investments -> Transactions

Closed ajbopp 49 views 4 comments 0 points Most recent by DannyB March 21Investments
Manual investment transactions

Answered ✓ Closed felleray 81 views 6 comments 0 points Most recent by felleray March 19Investments
Manual Investment Account Balance is 0 in the Accounts List (edited)

Closed jhamilt5 570 views 31 comments 1 point Most recent by Coach Natalie February 20Investments
Categorizing reinvestment of dividend transaction

Closed simplira 109 views 5 comments 0 points Most recent by Coach Natalie February 19Categories and Tags
Duplicate and Triplicate Investment Transactions

Closed jtjones0304 52 views 3 comments 1 point Most recent by SRC54 February 19Adding and Updating Accounts
Fidelity: 2 transactions become one?

Closed michfromflorida 54 views 5 comments 0 points Most recent by UrsulaA February 18Adding and Updating Accounts
Cashed check comes through as a credit instead of debit (edited)

Closed michfromflorida 52 views 3 comments 0 points Most recent by Coach Natalie February 8Adding and Updating Accounts
Condense Monthly lines in a multi year search

Answered ✓ Closed neon45 86 views 7 comments 0 points Most recent by neon45 February 2Managing Your Transactions
Is there a way to include unchecked "Exclude from Spending Plan" items in the net income report?

Answered ✓ Closed lklopp 34 views 3 comments 0 points Most recent by lklopp January 26Investments
Transaction category for retirement, HSA contributions etc.

Answered ✓ Closed Moving 2wards FIRE 160 views 1 comment 0 points Most recent by Wedo778 January 26Investments
Cannot "un-exclude" greyed-out transactions that are being ignored in reports

Answered ✓ Closed stuarto 60 views 2 comments 0 points Most recent by stuarto January 25Using Reports
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Ability to bulk edit the 'Security' of Investment Transactions (edited)

Active kidd 25 views 0 comments 3 points Started by kidd January 24 Feature Requests
Miscategorized investment trade

Closed mthoman1 62 views 3 comments 0 points Most recent by UrsulaA January 21Managing Your Transactions
Categorizing dividends in an investment acct

Closed Troy 59 views 3 comments 0 points Most recent by Coach Natalie January 18Investments
UBS Transactions not downloading (Credit Card and Brokerage Account)

Closed bealrobe 35 views 2 comments 0 points Most recent by bealrobe January 18Adding and Updating Accounts
I see two dividend transactions downloaded from Fidelity

Closed System 77 views 9 comments 0 points Most recent by SRC54 January 14Adding and Updating Accounts
Looking at all transactions in a single report

Closed Dick 54 views 1 comment 1 point Most recent by Coach Natalie January 11Using Reports
All transactions in one place?

Answered ✓ Closed Dick 50 views 1 comment 0 points Most recent by UrsulaA January 11Feedback
Brokerage Account Transaction detail

Closed neon45 56 views 3 comments 0 points Most recent by Coach Natalie January 5Investments