Discussion List

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  Fidelity cash management account buy and sell transactions are both displaying "Buy."

  KB2014 18 views 4 comments 0 points Most recent by KB2014 April 11Adding and Updating Accounts
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  SEI Client Connect - Incorrect Holdings, Balance, Market Value, and no Investment Transactions

  davidcwalls 130 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 ✓ Oogway 23 views 7 comments 0 points Most recent by SRC54 April 5Report a Bug
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  Highlight Issue with Payee field in Investment Transaction Detail window (edited)

  neon45 137 views 31 comments 0 points Most recent by Coach Jon April 4Investments
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  Tags, Categories and Payees on Payment/Deposit Investment Transactions don't calculate in Watchlists

  rosachin21k 38 views 4 comments 0 points Most recent by Coach Natalie March 31Report a Bug
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  Vanguard Format

  Closed @kwthere 19 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 32 views 7 comments 0 points Most recent by Coach Natalie March 4Investments
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  Fidelity deposits register as 2 transactions

  Closed disc2120 78 views 17 comments 0 points Most recent by Coach Jon March 4Troubleshooting
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  Principal 401k Transactions

  Answered ✓ Closed futurepotato 31 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 14 views 1 comment 0 points Most recent by DannyB February 22Investments
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  Tax Report - Brokerage account transactions excluded

  Closed rayhooker 46 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 23 views 1 comment 0 points Most recent by Coach Natalie February 14Troubleshooting
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  Categorizing distributions from retirement investment accounts

  Closed Sandra W. 58 views 3 comments 0 points Most recent by DannyB February 6Managing Your Transactions
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  Investment Transaction Duplications (edited)

  neon45 794 views 96 comments 0 points Most recent by Max1223 February 2Investments
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  Ability to Import/Export Investment Transactions (edited)

  In Review Jack74 1.2K views 35 comments 43 points Most recent by UrsulaA January 28Feature Requests
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  5

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  Ability to Split Investment Transactions (edited)

  Active Jack74 81 views 3 comments 5 points Most recent by WJB January 27Feature Requests
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  Investment Interest and Dividends As Income in Spending Plan? (edited)

  Answered ✓ Closed skgdogs 24 views 2 comments 1 point Most recent by Coach Natalie January 21Investments
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  Investment Transactions not reflected in Balances or Performance

  Closed System 30 views 14 comments 0 points Most recent by Max1223 January 16Report a Bug
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  Hidden Investments [Transactions] showing up in the Spending Plan Income section

  Closed System 142 views 17 comments 0 points Most recent by Coach Natalie January 13Using the Spending Plan
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  How to handle returned capital from an investment or CD?

  Answered ✓ Closed PatD 95 views 13 comments 0 points Most recent by Coach Jon January 3Managing Your Transactions
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  No relation between Investment Transaction and Portfolio: Rationale?

  Closed simpli_struggle 71 views 9 comments 0 points Most recent by DannyB December 2024Investments
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  Investment Transaction register search query is cut off when scrolled to bottom of page (edited)

  Closed neon45 31 views 5 comments 0 points Most recent by Coach Natalie December 2024Report a Bug
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  Investment transactions coming in with wrong "Action"

  Closed Max1223 33 views 2 comments 0 points Most recent by Max1223 December 2024Investments
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  Action Sort - Dates out of Sequence

  Closed neon45 51 views 7 comments 0 points Most recent by neon45 December 2024Managing Your Transactions
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  Add a 'Qualified Dividends' Investment Transaction Action/Type (edited)

  Active neon45 21 views 1 comment 1 point Most recent by Coach Natalie November 2024Feature Requests
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  Buy/Sell Investment Transactions don't update Holdings

  Closed akogan 21 views 1 comment 0 points Most recent by Coach Jon November 2024Feedback
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  Manually Tracking Crypto

  Answered ✓ Closed anold 177 views 3 comments 0 points Most recent by Coach Natalie October 2024Investments
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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 2024Adding and Updating Accounts
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  Ability to bulk edit the 'Type' for Investment Transactions (edited)

  Active nothin7 51 views 4 comments 8 points Most recent by neon45 October 2024Feature Requests
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  Mobile App: Ability to see Investment Transactions from all accounts in one place (edited)

  Active votr 51 views 2 comments 3 points Most recent by UrsulaA October 2024Feature Requests