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tax exempt interest
Any advice on how to get a simple report that can distinguish _IntInc and _IntIncTaxFree ? I double checked that the securities are described as munis paying tax free income. But all the interest -- taxable and not -- still all ends up in one pot (_IntInc). Virtually all of this income comes through a CMA account at Merrill Lynch, and I've set up the linked checking account to handle the cash. But to get the report I want (a) I have to edit a whole lot of transactions (tedious!) and therefore (b) I lose the transactions in the source brokerage account (which seems like something that could come back to haunt me). Am I missing something obvious? Alternatively, has anyone come up with a clever workaround?