Investment Transactions

Discussion List

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  Unable to [export] Investment account transactions

  wck_austin 1 view 1 comment 0 points Most recent by Coach Jon January 26Troubleshooting
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  Why is investment income excluded from reports? (edited)

  Answered ✓ tmucsu 33 views 2 comments 0 points Most recent by tmucsu January 26Investments
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  Transactions "Exclude from Reports" Stuck on or off

  dollardave 54 views 9 comments 0 points Most recent by dollardave January 22General Troubleshooting
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  On a manual 401k, what is the transaction type I must use when I'm withdrawing funds?

  Answered ✓ nrp06 33 views 3 comments 0 points Most recent by nrp06 January 18Managing Your Transactions
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  Add the Reviewed Checkmark to Investment Transactions (edited)

  Active SeattleGuy 42 views 4 comments 7 points Most recent by Yuan January 5Feature Requests
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  Ability to Import/Export Investment Transactions (edited)

  In Review Jack74 1.6K views 40 comments 52 points Most recent by rmarcus88 December 2025Feature Requests
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  Investment Transaction Will Not Update Manually on Mobile (edited)

  Closed Forteleza 133 views 10 comments 0 points Most recent by Forteleza December 2025Report a Bug
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  Missing Fidelity HSA Transactions

  Closed Mortimer Duke 82 views 8 comments 0 points Most recent by SRC54 December 2025Adding and Updating Accounts
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  Crypto investment transactions are not valid (edited)

  Closed hughcumber 11 views 1 comment 0 points Most recent by Coach Jon December 2025Troubleshooting
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  What categories would we use for investment transactions, dividends, outflows, fees?

  Closed GJN 21 views 1 comment 0 points Most recent by SRC54 December 2025Investments
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  Creating Manual Investment Account - Balance showing zero, no shares

  Closed grahamtj01 62 views 4 comments 0 points Most recent by grahamtj01 December 2025Adding and Updating Accounts
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  Investment Transaction Duplications (edited)

  Closed neon45 1.2K views 117 comments 0 points Most recent by neon45 December 2025Investments
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  HealthEquity Saga side effects - manually updating transactions doesn't update value [Edited]

  Closed nrp06 31 views 3 comments 0 points Most recent by Coach Jon November 2025Investments
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  Editing Transaction in Investment account

  Closed Mark54 21 views 1 comment 0 points Most recent by Coach Jon November 2025Managing Your Transactions
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  Time Weighted Return + Cash Flow Transactions

  kgpreet 246 views 32 comments 1 point Most recent by Coach Natalie November 2025Report a Bug
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  How to add interest and dividends as income?

  Answered ✓ Closed TK_25 69 views 2 comments 0 points Most recent by SRC54 October 2025General Troubleshooting
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  Ability to Split Investment Transactions (edited)

  Active Jack74 131 views 5 comments 10 points Most recent by SRC54 October 2025Feature Requests
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  How do I Report on Interest Earned in a Fidelity Brokerage Account

  Closed RiversideKid 288 views 32 comments 0 points Most recent by SRC54 September 2025Using Reports
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  Fidelity investment dividend transactions (most of them) still don't get assigned custom categories

  Closed usrA12 98 views 11 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Investment transactions don't appear in Transaction Activity for Net Worth

  Closed DryHeat 31 views 3 comments 0 points Most recent by SRC54 September 2025Investments
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  Investment Detail - Payment/Deposit Process

  Answered ✓ Closed Mark H. 31 views 3 comments 0 points Most recent by SRC54 August 2025Investments
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  "Type/Action" field is missing when viewing Investment transactions in Reports on Mobile (edited)

  Closed simplira 71 views 11 comments 0 points Most recent by Coach Jon August 2025Investments
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  Amount sign reversal on transactions With Interactive Brokers

  Closed RockLee 141 views 19 comments 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
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  Investment Transactions should not categorize "Fees" as an expense (edited)

  Active wombatstew 31 views 5 comments 0 points Most recent by SRC54 August 2025Feature Requests
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  Investment Transaction Activity – How to Handle Employer Matching (edited)

  Answered ✓ Closed Dick_Davis 41 views 6 comments 0 points Most recent by Dick_Davis August 2025Categories and Tags
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  Can I Export Investment Transactions? (edited)

  Answered ✓ Closed Sauerbrunndaa 51 views 3 comments 0 points Most recent by Coach Natalie August 2025Investments
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  Incorrect Investment Calculations

  Closed lobster flip 11 views 2 comments 0 points Most recent by TheReal702 August 2025Investments
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  Problems with Fidelity and Vanguard dividend updates

  Closed System 11 views 2 comments 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
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  Transactions not updated at Vanguard and Voya (edited)

  Closed System 11 views 2 comments 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
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  Allow Investment Transactions to Impact Manual Investment Account Balances/Portfolio Value (edited)

  Active tonymfernandez 81 views 9 comments 10 points Most recent by SRC54 July 2025Feature Requests