Investment Transactions

Discussion List

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  Ability to create different Income Types for Investment Transactions (edited)

  Active rickj 22 views 0 comments 3 points Started by rickj April 15 Feature Requests
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  M1 Finance buy/sell stocks transactions are not showing

  Closed simplira 148 views 3 comments 1 point Most recent by Coach Natalie April 12Adding and Updating Accounts
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  Brokerage.. Include the Security Symbol for Qualified Dividends

  Active neon45 47 views 1 comment 1 point Most recent by neon45 March 31Feature Requests
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  Ability to Split Investment Transactions (edited)

  Active Jack74 80 views 2 comments 4 points Most recent by Pinoyjim March 30Feature Requests
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  Some questions from a mint user

  Answered ✓ Closed swiggity 90 views 4 comments 0 points Most recent by swiggity March 27Getting Started
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  Show investment transactions in app

  Closed votr 46 views 4 comments 3 points Most recent by votr March 24Investments
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  Confused about something I'm seeing in Investments -> Transactions

  Closed ajbopp 61 views 4 comments 0 points Most recent by DannyB March 21Investments
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  Manual investment transactions

  Answered ✓ Closed felleray 152 views 6 comments 0 points Most recent by felleray March 19Investments
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  Manual Investment Account Balance is 0 in the Accounts List (edited)

  Closed jhamilt5 898 views 31 comments 1 point Most recent by Coach Natalie February 20Investments
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  Categorizing reinvestment of dividend transaction

  Closed simplira 220 views 5 comments 0 points Most recent by Coach Natalie February 19Categories and Tags
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  Duplicate and Triplicate Investment Transactions

  Closed jtjones0304 74 views 3 comments 1 point Most recent by SRC54 February 19Adding and Updating Accounts
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  Fidelity: 2 transactions become one?

  Closed michfromflorida 61 views 5 comments 0 points Most recent by UrsulaA February 18Adding and Updating Accounts
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  Cashed check comes through as a credit instead of debit (edited)

  Closed michfromflorida 57 views 3 comments 0 points Most recent by Coach Natalie February 8Adding and Updating Accounts
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  Condense Monthly lines in a multi year search

  Answered ✓ Closed neon45 82 views 7 comments 0 points Most recent by neon45 February 2Managing Your Transactions
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  Is there a way to include unchecked "Exclude from Spending Plan" items in the net income report?

  Answered ✓ Closed lklopp 47 views 3 comments 0 points Most recent by lklopp January 26Investments
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  Transaction category for retirement, HSA contributions etc.

  Answered ✓ Closed Moving 2wards FIRE 335 views 1 comment 0 points Most recent by Wedo778 January 26Investments
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  Cannot "un-exclude" greyed-out transactions that are being ignored in reports

  Answered ✓ Closed stuarto 106 views 2 comments 0 points Most recent by stuarto January 25Using Reports
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  Ability to bulk edit the 'Security' of Investment Transactions (edited)

  Active kidd 33 views 0 comments 5 points Started by kidd January 24 Feature Requests
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  Miscategorized investment trade

  Closed mthoman1 64 views 3 comments 0 points Most recent by UrsulaA January 21Managing Your Transactions
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  Categorizing dividends in an investment acct

  Closed Troy 84 views 3 comments 0 points Most recent by Coach Natalie January 18Investments
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  UBS Transactions not downloading (Credit Card and Brokerage Account)

  Closed bealrobe 53 views 2 comments 0 points Most recent by bealrobe January 18Adding and Updating Accounts
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  I see two dividend transactions downloaded from Fidelity

  Closed System 110 views 9 comments 0 points Most recent by SRC54 January 14Adding and Updating Accounts
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  Looking at all transactions in a single report

  Closed Dick 94 views 1 comment 1 point Most recent by Coach Natalie January 11Using Reports
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  All transactions in one place?

  Answered ✓ Closed Dick 44 views 1 comment 0 points Most recent by UrsulaA January 11Feedback
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  Brokerage Account Transaction detail

  Closed neon45 67 views 3 comments 0 points Most recent by Coach Natalie January 5Investments
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  Merrill investment transactions coming in as "Uncategorized" (edited)

  Closed QuickUser 37 views 1 comment 0 points Most recent by Coach Natalie January 3Investments
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  How are transactions in Investment Accounts supposed to be categorized?

  Answered ✓ Closed aolafsson 214 views 1 comment 0 points Most recent by UrsulaA December 2023Investments
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  Categorizing Investment Transactions

  Answered ✓ Closed joerg5510 952 views 7 comments 2 points Most recent by UrsulaA December 2023Managing Your Transactions
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  Brokerage account transactions and holding not downloading

  Closed TodayTomorrow 23 views 1 comment 0 points Most recent by Coach Natalie December 2023Adding and Updating Accounts
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  Bug with double interest payments from Charles Schwab

  Closed UrsulaA 34 views 2 comments 0 points Most recent by UrsulaA December 2023Adding and Updating Accounts