Investment Transactions

Discussion List

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  Charles Schwab - download positions corrupts data

  Closed Wesley Breshears 23 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. 134 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 139 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 104 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 175 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 142 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 99 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 31 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 45 views 2 comments 0 points Most recent by Max1223 December 2024Investments
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  Action Sort - Dates out of Sequence

  Closed neon45 82 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 25 views 1 comment 1 point Most recent by Coach Jon November 2024Feedback
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  Manually Tracking Crypto

  Answered ✓ Closed anold 305 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 74 views 4 comments 12 points Most recent by neon45 October 2024Feature Requests
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  Mobile App: Ability to see Investment Transactions from all accounts in one place (edited)

  Active votr 52 views 2 comments 4 points Most recent by UrsulaA October 2024Feature Requests
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  Ability to have Flags in Investment Transactions (edited)

  Active UrsulaA 11 views 0 comments 2 points Started by UrsulaA September 2024 Feature Requests
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  Flag Uses - Exclude tags from reports and track investment income

  Closed UrsulaA 52 views 0 comments 0 points Started by UrsulaA September 2024 FAQ Section
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  Merged: TWR Including Cash Transactions

  Closed UrsulaA 11 views 0 comments 0 points Most recent by UrsulaA September 2024Troubleshooting
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  Fidelity CMA Transactions Can't be Unexcluded from Reports and Spending Plan

  Closed danielkeisling 666 views 47 comments 1 point Most recent by Coach Jon September 2024Troubleshooting
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  Edward Jones Canada investment accounts do not record transactions correctly

  Closed HWanless 52 views 4 comments 0 points Most recent by HWanless August 2024Adding and Updating Accounts
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  Income Dividend Transactions greyed out in Reports

  Closed System 13 views 5 comments 0 points Most recent by Coach Jon August 2024Troubleshooting
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  Merged: Can't report dividend income transactions in Fidelity Akoya downloads

  Just want to help 1 view 0 comments 0 points Started by Just want to help August 2024 Adding and Updating Accounts
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  Robinhood - Bank Transfer Inconsistency

  Closed Mark H. 25 views 1 comment 0 points Most recent by Coach Natalie July 2024Troubleshooting