Investment Transactions

Discussion List

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  Unable to Import Old Investment Transactions

  Closed g262 15 views 3 comments 0 points Most recent by Coach Jon June 30Managing Your Transactions
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  Tags, Categories and Payees on Payment/Deposit Investment Transactions don't calculate in Watchlists

  Closed rosachin21k 69 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 188 views 3 comments 2 points Most recent by Coach Natalie June 5Adding and Updating Accounts
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  Add the Reviewed Checkmark to Investment Transactions (edited)

  Active SeattleGuy 32 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 26 views 3 comments 0 points Most recent by DannyB June 2Investments
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  How to resolve multiple duplicate investment transactions

  Closed stanlick 38 views 5 comments 0 points Most recent by stanlick May 7Adding and Updating Accounts
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  Highlight Issue with Payee field in Investment Transaction Detail window (edited)

  Closed neon45 178 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 97 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 216 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 44 views 7 comments 0 points Most recent by SRC54 April 5Report a Bug
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  Vanguard Format

  Closed @kwthere 26 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 43 views 7 comments 0 points Most recent by Coach Natalie March 4Investments
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  Fidelity deposits register as 2 transactions

  Closed disc2120 86 views 17 comments 0 points Most recent by Coach Jon March 4Troubleshooting
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  Principal 401k Transactions

  Answered ✓ Closed futurepotato 73 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 13 views 1 comment 0 points Most recent by DannyB February 22Investments
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  Tax Report - Brokerage account transactions excluded

  Closed rayhooker 56 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 22 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. 99 views 3 comments 0 points Most recent by DannyB February 6Managing Your Transactions
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  Investment Interest and Dividends As Income in Spending Plan? (edited)

  Answered ✓ Closed skgdogs 93 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 64 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 156 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 124 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 80 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 33 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 32 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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  Buy/Sell Investment Transactions don't update Holdings

  Closed akogan 23 views 1 comment 1 point Most recent by Coach Jon November 2024Feedback
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  Manually Tracking Crypto

  Answered ✓ Closed anold 258 views 3 comments 0 points Most recent by Coach Natalie October 2024Investments
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  Ability to bulk edit the 'Type' for Investment Transactions (edited)

  Active nothin7 54 views 4 comments 9 points Most recent by neon45 October 2024Feature Requests