Can one automatically download investment income into multiple dividend income categories?
I would like to differentiate between investment income from a traditional IRA vs a Roth IRA. I was considering using tags to do this but not sure if that is the best approach. For example, at Brokerage A I have a traditional and a Roth IRA. When transactions are downloaded, dollars flow to a dividend income category. Is it possible to set up a default so the dividends from the Traditional IRA get tagged as traditional and the dividends from the Roth get tagged as Roth automatically during the update? Or do I have to go back and manually add the tags? Or is there a better way to accomplish this? Thanks
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