Investment Transactions

Discussion List

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  Fidelity: 2 transactions become one?

  Closed michfromflorida 61 views 5 comments 0 points Most recent by UrsulaA February 2024Adding and Updating Accounts
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  Cashed check comes through as a credit instead of debit (edited)

  Closed michfromflorida 54 views 3 comments 0 points Most recent by Coach Natalie February 2024Adding and Updating Accounts
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  Condense Monthly lines in a multi year search

  Answered ✓ Closed neon45 82 views 7 comments 0 points Most recent by neon45 February 2024Managing Your Transactions
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  Is there a way to include unchecked "Exclude from Spending Plan" items in the net income report?

  Answered ✓ Closed lklopp 56 views 3 comments 0 points Most recent by lklopp January 2024Investments
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  Transaction category for retirement, HSA contributions etc.

  Answered ✓ Closed Moving 2wards FIRE 580 views 1 comment 0 points Most recent by Wedo778 January 2024Investments
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  Cannot "un-exclude" greyed-out transactions that are being ignored in reports

  Answered ✓ Closed stuarto 126 views 2 comments 0 points Most recent by stuarto January 2024Using Reports
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  Ability to bulk edit the 'Security' of Investment Transactions (edited)

  Active kidd 32 views 0 comments 5 points Started by kidd January 2024 Feature Requests
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  Miscategorized investment trade

  Closed mthoman1 63 views 3 comments 0 points Most recent by UrsulaA January 2024Managing Your Transactions
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  Categorizing dividends in an investment acct

  Closed Troy 99 views 3 comments 0 points Most recent by Coach Natalie January 2024Investments
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  UBS Transactions not downloading (Credit Card and Brokerage Account)

  Closed bealrobe 54 views 2 comments 0 points Most recent by bealrobe January 2024Adding and Updating Accounts
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  I see two dividend transactions downloaded from Fidelity

  Closed System 114 views 9 comments 0 points Most recent by SRC54 January 2024Adding and Updating Accounts
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  Looking at all transactions in a single report

  Closed Dick 106 views 1 comment 1 point Most recent by Coach Natalie January 2024Using Reports
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  Brokerage Account Transaction detail

  Closed neon45 74 views 3 comments 0 points Most recent by Coach Natalie January 2024Investments
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  Merrill investment transactions coming in as "Uncategorized" (edited)

  Closed QuickUser 31 views 1 comment 0 points Most recent by Coach Natalie January 2024Investments
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  Merged: Ability to export Investment transactions like regular transactions

  freckle14 1 view 0 comments 1 point Started by freckle14 December 2023 Feature Requests
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  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