Investment Transactions

Discussion List

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  Buy/Sell Investment Transactions don't update Holdings

  Closed akogan 23 views 1 comment 1 point Most recent by Coach Jon November 2024Feedback
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  Manually Tracking Crypto

  Answered ✓ Closed anold 259 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 54 views 4 comments 9 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 51 views 2 comments 3 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 49 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 541 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 48 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 17 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. 27 views 1 comment 0 points Most recent by Coach Natalie July 2024Troubleshooting
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  Question about bulk updating Investment Transactions (edited)

  Answered ✓ Closed Michael Q 52 views 1 comment 0 points Most recent by Coach Jon June 2024Managing Your Transactions
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  Issue with transactions in Edward Jones Canada account

  Closed System 25 views 7 comments 0 points Most recent by Coach Natalie June 2024Troubleshooting
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  Equitable investment accounts broken

  Closed simplira 85 views 5 comments 0 points Most recent by Coach Natalie June 2024Adding and Updating Accounts
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  Category vs Type in Schwab (SHB) Brokerage account

  Closed neon45 154 views 10 comments 0 points Most recent by neon45 June 2024Investments
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  Can investment transactions be excluded from the transactions activity?

  Answered ✓ Closed Sandee 52 views 1 comment 0 points Most recent by DannyB May 2024Investments
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  Security/Payee empty for Investment Transactions in TDA/Schwab account (edited)

  Closed neon45 256 views 41 comments 0 points Most recent by neon45 May 2024Report a Bug
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  Transfers to investment account come out as 2 transactions, but come in as 1

  Closed birbyb 154 views 9 comments 0 points Most recent by birbyb April 2024Managing Your Transactions
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  Ability to create different Income Types for Investment Transactions (edited)

  Active rickj 23 views 0 comments 3 points Started by rickj April 2024 Feature Requests
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  M1 Finance buy/sell stocks transactions are not showing

  Closed simplira 190 views 3 comments 1 point Most recent by Coach Natalie April 2024Adding and Updating Accounts
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  Brokerage.. Include the Security Symbol for Qualified Dividends

  Active neon45 41 views 1 comment 1 point Most recent by neon45 March 2024Feature Requests
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  Some questions from a mint user

  Answered ✓ Closed swiggity 84 views 4 comments 0 points Most recent by swiggity March 2024Getting Started
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  Show investment transactions in app

  Closed votr 41 views 4 comments 3 points Most recent by votr March 2024Investments
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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 2024Investments
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  Manual investment transactions

  Answered ✓ Closed felleray 174 views 6 comments 0 points Most recent by felleray March 2024Investments
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  Manual Investment Account Balance is 0 in the Accounts List (edited)

  Closed jhamilt5 1.1K views 31 comments 1 point Most recent by Coach Natalie February 2024Investments
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  Categorizing reinvestment of dividend transaction

  Closed simplira 334 views 5 comments 0 points Most recent by Coach Natalie February 2024Categories and Tags
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  Duplicate and Triplicate Investment Transactions

  Closed jtjones0304 81 views 3 comments 1 point Most recent by SRC54 February 2024Adding and Updating Accounts