Cash Flow by Tags Report and Realized Gain
I am using tags to keep separate transactions for my mom, her estate, and a trust. My cash flow by Tags report for 2021 has 4 columns: non-tagged (non tax-related), Mom, Mom's Estate, and Trust. All my transactions appear in the correct columns except for realized gain. The tags don't seem to have any bearing on realized gain. It is ALL under the non-tagged column, but should be split between Mom, the estate, and Trust. All the related transactions, shares, sales, etc. are tagged appropriately. Can anyone shed some light on this for me? How can I get the realized gain to appear in the correct column?
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