Investment Transactions

Discussion List

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  Time Weighted Return + Cash Flow Transactions

  kgpreet 184 views 32 comments 1 point Most recent by Coach Natalie November 4Report a Bug
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  How to add interest and dividends as income?

  Answered ✓ TK_25 27 views 2 comments 0 points Most recent by SRC54 October 27General Troubleshooting
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  Ability to Split Investment Transactions (edited)

  Active Jack74 104 views 5 comments 8 points Most recent by SRC54 October 25Feature Requests
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  46

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  Ability to Import/Export Investment Transactions (edited)

  In Review Jack74 1.4K views 38 comments 46 points Most recent by ssoko October 1Feature Requests
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  How do I Report on Interest Earned in a Fidelity Brokerage Account

  Closed RiversideKid 148 views 32 comments 0 points Most recent by SRC54 September 29Using Reports
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  Fidelity investment dividend transactions (most of them) still don't get assigned custom categories

  Closed usrA12 76 views 11 comments 0 points Most recent by Coach Jon September 22Adding and Updating Accounts
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  Investment transactions don't appear in Transaction Activity for Net Worth

  Closed DryHeat 15 views 3 comments 0 points Most recent by SRC54 September 16Investments
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  Investment Detail - Payment/Deposit Process

  Answered ✓ Closed Mark H. 27 views 3 comments 0 points Most recent by SRC54 August 31Investments
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  "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
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  Amount sign reversal on transactions With Interactive Brokers

  Closed RockLee 120 views 19 comments 0 points Most recent by Coach Jon August 21Adding and Updating Accounts
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  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
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  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
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  Can I Export Investment Transactions? (edited)

  Answered ✓ Closed Sauerbrunndaa 27 views 3 comments 0 points Most recent by Coach Natalie August 15Investments
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  Incorrect Investment Calculations

  Closed lobster flip 17 views 2 comments 0 points Most recent by TheReal702 August 14Investments
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  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
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  Transactions not updated at Vanguard and Voya (edited)

  Closed System 19 views 2 comments 0 points Most recent by Coach Jon August 5Adding and Updating Accounts
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  Allow Investment Transactions to Impact Manual Investment Account Balances/Portfolio Value (edited)

  Active tonymfernandez 66 views 9 comments 9 points Most recent by SRC54 July 27Feature Requests
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  Best way to categorize drafts from bank account to Robinhood or other Brokerage account.

  Closed garej704 26 views 2 comments 0 points Most recent by garej704 July 25Investments
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  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
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  Suitable category for Investment account transactions

  Closed MM123 24 views 1 comment 0 points Most recent by SRC54 July 14Managing Your Transactions
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  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
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  Payments/Deposits in Investment Accounts

  Closed RTK 49 views 3 comments 0 points Most recent by RTK July 8Feedback
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  Fidelity brockerage transactions are no longer categorizing

  Closed usrA12 42 views 1 comment 0 points Most recent by Coach Jon July 7Adding and Updating Accounts
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  Add a 'Qualified Dividends' Investment Transaction Action/Type (edited)

  Active neon45 24 views 2 comments 1 point Most recent by WJB July 5Feature Requests
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  Using Transaction Activity SEARCH

  Closed 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")

  Closed ejs 13 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

  Closed g262 11 views 3 comments 0 points Most recent by Coach Jon June 30Managing Your Transactions
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  Investment Transaction Duplications (edited)

  neon45 1.1K 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 68 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 176 views 3 comments 2 points Most recent by Coach Natalie June 5Adding and Updating Accounts