Investment Transactions

Discussion List

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  Best way to categorize drafts from bank account to Robinhood or other Brokerage account.

  Closed garej704 33 views 2 comments 0 points Most recent by garej704 July 2025Investments
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  Unable to add even Accounts with just DIV- Reinvest transactions

  Closed sb2 31 views 3 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Suitable category for Investment account transactions

  Closed MM123 21 views 1 comment 0 points Most recent by SRC54 July 2025Managing Your Transactions
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  What is the correct accounting & category for sweep in after stock sale and dividends

  Closed Thomas R 51 views 5 comments 0 points Most recent by Thomas R July 2025Investments
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  Payments/Deposits in Investment Accounts

  Closed RTK 54 views 3 comments 0 points Most recent by RTK July 2025Feedback
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  Fidelity brockerage transactions are no longer categorizing

  Closed usrA12 41 views 1 comment 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Add a 'Qualified Dividends' Investment Transaction Action/Type (edited)

  Active neon45 31 views 2 comments 1 point Most recent by WJB July 2025Feature Requests
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  Using Transaction Activity SEARCH

  Closed neon45 53 views 8 comments 0 points Most recent by Coach Jon July 2025Investments
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  Incorrect Fidelity transaction description (incorrectly named "Check")

  Closed ejs 11 views 3 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Unable to Import Old Investment Transactions

  Closed g262 33 views 3 comments 0 points Most recent by Coach Jon June 2025Managing Your Transactions
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  Tags, Categories and Payees on Payment/Deposit Investment Transactions don't calculate in Watchlists

  Closed rosachin21k 78 views 9 comments 0 points Most recent by rosachin21k June 2025Report a Bug
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  Truly Handle Fidelity Cash Management Account (CMA) as Checking, not Investment

  Closed ndurand 232 views 3 comments 2 points Most recent by Coach Natalie June 2025Adding and Updating Accounts
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  How should gains in my 401K be categorized?

  Closed bmac 42 views 3 comments 0 points Most recent by DannyB June 2025Investments
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  How to resolve multiple duplicate investment transactions

  Closed stanlick 41 views 5 comments 0 points Most recent by stanlick May 2025Adding and Updating Accounts
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  Highlight Issue with Payee field in Investment Transaction Detail window (edited)

  Closed neon45 214 views 34 comments 0 points Most recent by Coach Kristina April 2025Investments
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  Fidelity cash management account buy and sell transactions are both displaying "Buy."

  Closed KB2014 102 views 9 comments 0 points Most recent by KB2014 April 2025Adding and Updating Accounts
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  SEI Client Connect - Incorrect Holdings, Balance, Market Value, and no Investment Transactions

  Closed davidcwalls 281 views 26 comments 0 points Most recent by Coach Natalie April 2025Adding 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 62 views 7 comments 0 points Most recent by SRC54 April 2025Report a Bug
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  Vanguard Format

  Closed @kwthere 31 views 1 comment 0 points Most recent by Coach Jon March 2025Troubleshooting
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  Fidelity Download Saturday Morning changed all Past Payment/Deposits to Excluded from Spending Plan

  Closed SRC54 41 views 7 comments 0 points Most recent by Coach Natalie March 2025Investments
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  Fidelity deposits register as 2 transactions

  Closed disc2120 92 views 17 comments 0 points Most recent by Coach Jon March 2025Troubleshooting
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  Principal 401k Transactions

  Answered ✓ Closed futurepotato 81 views 1 comment 0 points Most recent by Coach Kristina March 2025Managing Your Transactions
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  How to record change in investment custodian?

  Closed Dognose 11 views 1 comment 0 points Most recent by DannyB February 2025Investments
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  Tax Report - Brokerage account transactions excluded

  Closed rayhooker 62 views 6 comments 0 points Most recent by Coach Natalie February 2025Using Reports
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  Charles Schwab - download positions corrupts data

  Closed Wesley Breshears 21 views 1 comment 0 points Most recent by Coach Natalie February 2025Troubleshooting
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  Categorizing distributions from retirement investment accounts

  Closed Sandra W. 114 views 3 comments 0 points Most recent by DannyB February 2025Managing Your Transactions
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  Investment Interest and Dividends As Income in Spending Plan? (edited)

  Answered ✓ Closed skgdogs 131 views 2 comments 1 point Most recent by Coach Natalie January 2025Investments
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  Investment Transactions not reflected in Balances or Performance

  Closed System 92 views 14 comments 0 points Most recent by Max1223 January 2025Report a Bug
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  Hidden Investments [Transactions] showing up in the Spending Plan Income section

  Closed System 172 views 17 comments 0 points Most recent by Coach Natalie January 2025Using the Spending Plan