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Investment Transactions
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Discussion List
Merged: Ability to export Investment transactions like regular transactions
freckle14
1
view
0
comments
1
point
Started by
freckle14
December 2023
Feature Requests
Betterment: Support Dividends Income transactions
Closed
floridaeast
94
views
3
comments
1
point
Most recent by
floridaeast
December 2023
Investments
How can I view my dividend transactions from brokerage accounts in Income reports?
Answered ✓
Closed
movieman12345
120
views
3
comments
0
points
Most recent by
RockLee
December 2023
Investments
How can I total a Category for Investments? (edited)
Answered ✓
Closed
neon45
220
views
9
comments
0
points
Most recent by
neon45
December 2023
Investments
Merged: Ability to include all Investment Transaction in Reports and the Spending Plan (edited)
Marc F
1
view
0
comments
1
point
Started by
Marc F
November 2023
Feature Requests
Fidelity Investment Transactions Downloading as "Payment/Deposit" and "Uncategorized" (edited)
Closed
yfor11
43
views
1
comment
0
points
Most recent by
Coach Natalie
November 2023
Investments
Simplifi does not import investment transactions. A major drawback.
Closed
ZezeC
53
views
1
comment
0
points
Most recent by
Coach Kristina
November 2023
Feedback
Can investment transactions be exported? (edited)
Answered ✓
Closed
RockLee
199
views
6
comments
1
point
Most recent by
Coach Natalie
November 2023
Investments
Importing Investment Transactions (edited)
Answered ✓
Closed
SimpliJSHL
171
views
2
comments
2
points
Most recent by
Coach Natalie
November 2023
Investments
Excluded Investment Transactions still calculated in Reports (edited)
Closed
DavidB
55
views
5
comments
0
points
Most recent by
Coach Natalie
August 2023
Report a Bug
All investment accounts/transactions excluded from reports?
Answered ✓
Closed
pkp
235
views
6
comments
0
points
Most recent by
SRC54
August 2023
Using Reports
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