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Re: Brokerage Account Investment Dividends NOT appearing on Taxable Income YTD
OK, I found it … and digging into it a bit, it seems that ONLY Taxable Accounts are included … with no apparent way to add/change what accounts are included. BUT, for my taxable accounts, it seemed a…1 -
Re: Brokerage Account Investment Dividends NOT appearing on Taxable Income YTD
When you say "home tab", do you mean the Dashboard? Because I don't see a way to add an "Investment Income" widget. How did you do that?1 -
Re: Does anyone else have trouble with downloading transactions where transactions are duplicated?
The method that Q uses to identify duplicate transactions is the FITID (Financial Institution Transaction ID). If Q sees that a downloaded FITID has been previously used, it's considered a dupe.…1 -
Re: Adding my side gigs
A Debit card isn't an account … it's a method of accessing a bank account, usually checking or savings. Evolve Bank & Trust (is that the same as you referenced?) is a Participating Fina…1 -
Re: Expense Report Payments
I have an asset account called "Receivables". Appropriate expenses, and their reimbursements, are booked using that account as the "category" (i.e. transfer) for transactions.1
