Investment Transactions

Discussion List

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  42

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  Ability to Import/Export Investment Transactions (edited)

  In Review Jack74 1.1K views 34 comments 42 points Most recent by WJB January 27Feature Requests
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  4

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  Ability to Split Investment Transactions (edited)

  Active Jack74 84 views 3 comments 4 points Most recent by WJB January 27Feature Requests
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  Categorizing distributions from retirement investment accounts

  Answered Sandra W. 25 views 2 comments 0 points Most recent by SRC54 January 26Managing Your Transactions
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  Investment Interest and Dividends As Income in Spending Plan? (edited)

  Answered ✓ skgdogs 22 views 2 comments 1 point Most recent by Coach Natalie January 21Investments
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  Investment Transactions not reflected in Balances or Performance

  System 19 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

  System 136 views 17 comments 0 points Most recent by Coach Natalie January 13Using the Spending Plan
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  Investment Transaction Duplications (edited)

  neon45 709 views 92 comments 0 points Most recent by Max1223 January 9Investments
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  How to handle returned capital from an investment or CD?

  Answered ✓ PatD 89 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 70 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 34 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 58 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 27 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 20 views 1 comment 0 points Most recent by Coach Jon November 2024Feedback
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  Manually Tracking Crypto

  Answered ✓ Closed anold 130 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 86 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 58 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
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  Time Weighted Return + Cash Flow Transactions

  kgpreet 152 views 30 comments 1 point Most recent by kgpreet September 2024Report a Bug
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  Ability to have Flags in Investment Transactions (edited)

  Active UrsulaA 16 views 0 comments 2 points Started by UrsulaA September 2024 Feature Requests
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  Flag Uses - Exclude tags from reports and track investment income

  Closed UrsulaA 31 views 0 comments 0 points Started by UrsulaA September 2024 FAQ Section
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  Merged: TWR Including Cash Transactions

  Closed UrsulaA 19 views 0 comments 0 points Most recent by UrsulaA September 2024Troubleshooting
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  Fidelity CMA Transactions Can't be Unexcluded from Reports and Spending Plan

  Closed danielkeisling 333 views 47 comments 1 point Most recent by Coach Jon September 2024Troubleshooting
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  Allow Investment Transactions to Impact Manual Investment Account Balances/Portfolio Value (edited)

  Active tonymfernandez 43 views 2 comments 3 points Most recent by Coach Kristina August 2024Feature Requests
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  Edward Jones Canada investment accounts do not record transactions correctly

  Closed HWanless 47 views 4 comments 0 points Most recent by HWanless August 2024Adding and Updating Accounts
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  Income Dividend Transactions greyed out in Reports

  Closed System 18 views 5 comments 0 points Most recent by Coach Jon August 2024Troubleshooting
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  Merged: Can't report dividend income transactions in Fidelity Akoya downloads

  Just want to help 9 views 0 comments 0 points Started by Just want to help August 2024 Adding and Updating Accounts
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  Add the Reviewed Checkmark to Investment Transactions (edited)

  Active SeattleGuy 33 views 1 comment 3 points Most recent by Coach Jon August 2024Feature Requests
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  Robinhood - Bank Transfer Inconsistency

  Closed Mark H. 25 views 1 comment 0 points Most recent by Coach Natalie July 2024Troubleshooting
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  Question about bulk updating Investment Transactions (edited)

  Answered ✓ Closed Michael Q 43 views 1 comment 0 points Most recent by Coach Jon June 2024Managing Your Transactions