Investment Transactions

Discussion List

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  Investment Transaction Will Not Update Manually on Mobile (edited)

  Forteleza 54 views 8 comments 0 points Most recent by Coach Natalie December 11Report a Bug
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  Crypto investment transactions are not valid (edited)

  hughcumber 12 views 1 comment 0 points Most recent by Coach Jon December 9Troubleshooting
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  What categories would we use for investment transactions, dividends, outflows, fees?

  Answered GJN 11 views 1 comment 0 points Most recent by SRC54 December 8Investments
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  Creating Manual Investment Account - Balance showing zero, no shares

  grahamtj01 33 views 4 comments 0 points Most recent by grahamtj01 December 8Adding and Updating Accounts
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  Investment Transaction Duplications (edited)

  neon45 1.1K views 117 comments 0 points Most recent by neon45 December 3Investments
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  Ability to Import/Export Investment Transactions (edited)

  In Review Jack74 1.4K views 39 comments 49 points Most recent by FinTechMan December 1Feature Requests
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  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
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  Editing Transaction in Investment account

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

  kgpreet 187 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 ✓ Closed TK_25 35 views 2 comments 0 points Most recent by SRC54 October 27General Troubleshooting
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  Ability to Split Investment Transactions (edited)

  Active Jack74 113 views 5 comments 9 points Most recent by SRC54 October 25Feature Requests
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  How do I Report on Interest Earned in a Fidelity Brokerage Account

  Closed RiversideKid 156 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 82 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 20 views 3 comments 0 points Most recent by SRC54 September 16Investments
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  Investment Detail - Payment/Deposit Process

  Answered ✓ Closed Mark H. 28 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 126 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 38 views 3 comments 0 points Most recent by Coach Natalie August 15Investments
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  Incorrect Investment Calculations

  Closed lobster flip 18 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 20 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 71 views 9 comments 10 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 30 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 27 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 42 views 5 comments 0 points Most recent by Thomas R July 9Investments
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  Payments/Deposits in Investment Accounts

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

  Closed usrA12 45 views 1 comment 0 points Most recent by Coach Jon July 7Adding and Updating Accounts