Investment Transactions

Discussion List

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  Payments/Deposits in Investment Accounts

  Closed RTK 55 views 3 comments 0 points Most recent by RTK July 2025Feedback
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  Fidelity brockerage transactions are no longer categorizing

  Closed usrA12 46 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 28 views 2 comments 1 point Most recent by WJB July 2025Feature Requests
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  Using Transaction Activity SEARCH

  Closed neon45 56 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 17 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 29 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 74 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 215 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 30 views 3 comments 0 points Most recent by DannyB June 2025Investments
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  How to resolve multiple duplicate investment transactions

  Closed stanlick 40 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 183 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 99 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 234 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 53 views 7 comments 0 points Most recent by SRC54 April 2025Report a Bug
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  Vanguard Format

  Closed @kwthere 29 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 49 views 7 comments 0 points Most recent by Coach Natalie March 2025Investments
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  Fidelity deposits register as 2 transactions

  Closed disc2120 86 views 17 comments 0 points Most recent by Coach Jon March 2025Troubleshooting
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  Principal 401k Transactions

  Answered ✓ Closed futurepotato 79 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 13 views 1 comment 0 points Most recent by DannyB February 2025Investments
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  Tax Report - Brokerage account transactions excluded

  Closed rayhooker 57 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 22 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. 106 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 113 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 76 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 162 views 17 comments 0 points Most recent by Coach Natalie January 2025Using the Spending Plan
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  How to handle returned capital from an investment or CD?

  Answered ✓ Closed PatD 130 views 13 comments 0 points Most recent by Coach Jon January 2025Managing Your Transactions
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  No relation between Investment Transaction and Portfolio: Rationale?

  Closed simpli_struggle 90 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 35 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