Investment Transactions

Discussion List

• 
  Investment Transaction Duplications (edited)

  neon45 1.1K views 117 comments 0 points Most recent by neon45 December 3Investments
• 
  49

  Up Down
  Ability to Import/Export Investment Transactions (edited)

  In Review Jack74 1.4K views 39 comments 49 points Most recent by FinTechMan December 1Feature Requests
• 
  HealthEquity Saga side effects - manually updating transactions doesn't update value [Edited]

  nrp06 22 views 3 comments 0 points Most recent by Coach Jon November 20Investments
• 
  Editing Transaction in Investment account

  Mark54 10 views 1 comment 0 points Most recent by Coach Jon November 17Managing Your Transactions
• 
  Time Weighted Return + Cash Flow Transactions

  kgpreet 186 views 32 comments 1 point Most recent by Coach Natalie November 4Report a Bug
• 
  How to add interest and dividends as income?

  Answered ✓ Closed TK_25 33 views 2 comments 0 points Most recent by SRC54 October 27General Troubleshooting
• 
  8

  Up Down
  Ability to Split Investment Transactions (edited)

  Active Jack74 111 views 5 comments 8 points Most recent by SRC54 October 25Feature Requests
• 
  How do I Report on Interest Earned in a Fidelity Brokerage Account

  Closed RiversideKid 153 views 32 comments 0 points Most recent by SRC54 September 29Using Reports
• 
  Fidelity investment dividend transactions (most of them) still don't get assigned custom categories

  Closed usrA12 81 views 11 comments 0 points Most recent by Coach Jon September 22Adding and Updating Accounts
• 
  Investment transactions don't appear in Transaction Activity for Net Worth

  Closed DryHeat 19 views 3 comments 0 points Most recent by SRC54 September 16Investments
• 
  Investment Detail - Payment/Deposit Process

  Answered ✓ Closed Mark H. 28 views 3 comments 0 points Most recent by SRC54 August 31Investments
• 
  "Type/Action" field is missing when viewing Investment transactions in Reports on Mobile (edited)

  Closed simplira 61 views 11 comments 0 points Most recent by Coach Jon August 28Investments
• 
  Amount sign reversal on transactions With Interactive Brokers

  Closed RockLee 126 views 19 comments 0 points Most recent by Coach Jon August 21Adding and Updating Accounts
• 
  0

  Up Down
  Investment Transactions should not categorize "Fees" as an expense (edited)

  Active wombatstew 21 views 5 comments 0 points Most recent by SRC54 August 20Feature Requests
• 
  Investment Transaction Activity – How to Handle Employer Matching (edited)

  Answered ✓ Closed Dick_Davis 34 views 6 comments 0 points Most recent by Dick_Davis August 17Categories and Tags
• 
  Can I Export Investment Transactions? (edited)

  Answered ✓ Closed Sauerbrunndaa 37 views 3 comments 0 points Most recent by Coach Natalie August 15Investments
• 
  Incorrect Investment Calculations

  Closed lobster flip 18 views 2 comments 0 points Most recent by TheReal702 August 14Investments
• 
  Problems with Fidelity and Vanguard dividend updates

  Closed System 13 views 2 comments 0 points Most recent by Coach Jon August 5Adding and Updating Accounts
• 
  Transactions not updated at Vanguard and Voya (edited)

  Closed System 20 views 2 comments 0 points Most recent by Coach Jon August 5Adding and Updating Accounts
• 
  10

  Up Down
  Allow Investment Transactions to Impact Manual Investment Account Balances/Portfolio Value (edited)

  Active tonymfernandez 70 views 9 comments 10 points Most recent by SRC54 July 27Feature Requests
• 
  Best way to categorize drafts from bank account to Robinhood or other Brokerage account.

  Closed garej704 29 views 2 comments 0 points Most recent by garej704 July 25Investments
• 
  Unable to add even Accounts with just DIV- Reinvest transactions

  Closed sb2 34 views 3 comments 0 points Most recent by Coach Jon July 24Adding and Updating Accounts
• 
  Suitable category for Investment account transactions

  Closed MM123 27 views 1 comment 0 points Most recent by SRC54 July 14Managing Your Transactions
• 
  What is the correct accounting & category for sweep in after stock sale and dividends

  Closed Thomas R 39 views 5 comments 0 points Most recent by Thomas R July 9Investments
• 
  Payments/Deposits in Investment Accounts

  Closed RTK 50 views 3 comments 0 points Most recent by RTK July 8Feedback
• 
  Fidelity brockerage transactions are no longer categorizing

  Closed usrA12 44 views 1 comment 0 points Most recent by Coach Jon July 7Adding and Updating Accounts
• 
  1

  Up Down
  Add a 'Qualified Dividends' Investment Transaction Action/Type (edited)

  Active neon45 26 views 2 comments 1 point Most recent by WJB July 5Feature Requests
• 
  Using Transaction Activity SEARCH

  Closed neon45 55 views 8 comments 0 points Most recent by Coach Jon July 3Investments
• 
  Incorrect Fidelity transaction description (incorrectly named "Check")

  Closed ejs 15 views 3 comments 0 points Most recent by Coach Jon July 3Adding and Updating Accounts
• 
  Unable to Import Old Investment Transactions

  Closed g262 15 views 3 comments 0 points Most recent by Coach Jon June 30Managing Your Transactions