How can I get brokerage checking transactions to show up in “net income” reports?
It seems the only “accounts” that get picked up in net income report are my bank account and credit cards. However, most of my income transactions and many expense transactions are done through the checking account associated with my brokerage account. These transactions are not picked up in the mobile app “net income” monthly reports part of the program, so this part of the program is not very useful. Is there some way of allowing income and expense transactions realized via a checking account that is part of a brokerage account to show up in these net income reports"