Investment Transactions

Discussion List

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  Payments/Deposits in Investment Accounts

  RTK 28 views 3 comments 0 points Most recent by RTK 2:58AMFeedback
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  Fidelity brockerage transactions are no longer categorizing

  usrA12 27 views 1 comment 0 points Most recent by Coach Jon July 7Adding and Updating Accounts
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  2

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

  Active neon45 27 views 2 comments 2 points Most recent by WJB July 5Feature Requests
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  45

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  Ability to Import/Export Investment Transactions (edited)

  In Review Jack74 1.3K views 37 comments 45 points Most recent by WJB July 5Feature Requests
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  Using Transaction Activity SEARCH

  neon45 54 views 8 comments 0 points Most recent by Coach Jon July 3Investments
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  Incorrect Fidelity transaction description (incorrectly named "Check")

  ejs 11 views 3 comments 0 points Most recent by Coach Jon July 3Adding and Updating Accounts
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  Unable to Import Old Investment Transactions

  g262 12 views 3 comments 0 points Most recent by Coach Jon June 30Managing Your Transactions
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  Investment Transaction Duplications (edited)

  neon45 1K views 114 comments 0 points Most recent by Coach Jon June 16Investments
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  Tags, Categories and Payees on Payment/Deposit Investment Transactions don't calculate in Watchlists

  Closed rosachin21k 59 views 9 comments 0 points Most recent by rosachin21k June 7Report a Bug
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  Truly Handle Fidelity Cash Management Account (CMA) as Checking, not Investment

  Closed ndurand 86 views 3 comments 2 points Most recent by Coach Natalie June 5Adding and Updating Accounts
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  5

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  Add the Reviewed Checkmark to Investment Transactions (edited)

  Active SeattleGuy 31 views 3 comments 5 points Most recent by SRC54 June 3Feature Requests
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  How should gains in my 401K be categorized?

  Closed bmac 21 views 3 comments 0 points Most recent by DannyB June 2Investments
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  Amount sign reversal on transactions With Interactive Brokers

  RockLee 91 views 16 comments 0 points Most recent by RockLee May 28Adding and Updating Accounts
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  Time Weighted Return + Cash Flow Transactions

  kgpreet 171 views 31 comments 1 point Most recent by Coach Jon May 21Report a Bug
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  How to resolve multiple duplicate investment transactions

  Closed stanlick 31 views 5 comments 0 points Most recent by stanlick May 7Adding and Updating Accounts
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  4

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

  Active tonymfernandez 51 views 6 comments 4 points Most recent by CharlieVA May 5Feature Requests
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  6

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  Ability to Split Investment Transactions (edited)

  Active Jack74 93 views 4 comments 6 points Most recent by SRC54 May 4Feature Requests
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  Need to know more about Simplifi

  Answered ✓ Closed CaliQkn 41 views 6 comments 0 points Most recent by CaliQkn April 22Getting Started
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  Highlight Issue with Payee field in Investment Transaction Detail window (edited)

  Closed neon45 161 views 34 comments 0 points Most recent by Coach Kristina April 19Investments
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  Fidelity cash management account buy and sell transactions are both displaying "Buy."

  Closed KB2014 81 views 9 comments 0 points Most recent by KB2014 April 19Adding and Updating Accounts
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  SEI Client Connect - Incorrect Holdings, Balance, Market Value, and no Investment Transactions

  Closed davidcwalls 192 views 26 comments 0 points Most recent by Coach Natalie April 8Adding and Updating Accounts
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  How do I manually add a dividend income transaction, brokerage account missing in dropdown of add tx

  Answered ✓ Closed Oogway 31 views 7 comments 0 points Most recent by SRC54 April 5Report a Bug
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  Vanguard Format

  Closed @kwthere 21 views 1 comment 0 points Most recent by Coach Jon March 12Troubleshooting
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  Fidelity Download Saturday Morning changed all Past Payment/Deposits to Excluded from Spending Plan

  Closed SRC54 31 views 7 comments 0 points Most recent by Coach Natalie March 4Investments
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  Fidelity deposits register as 2 transactions

  Closed disc2120 81 views 17 comments 0 points Most recent by Coach Jon March 4Troubleshooting
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  Principal 401k Transactions

  Answered ✓ Closed futurepotato 51 views 1 comment 0 points Most recent by Coach Kristina March 2Managing Your Transactions
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  How to record change in investment custodian?

  Closed Dognose 11 views 1 comment 0 points Most recent by DannyB February 22Investments
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  Tax Report - Brokerage account transactions excluded

  Closed rayhooker 51 views 6 comments 0 points Most recent by Coach Natalie February 18Using Reports
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  Charles Schwab - download positions corrupts data

  Closed Wesley Breshears 21 views 1 comment 0 points Most recent by Coach Natalie February 14Troubleshooting