-
Re: Edward Jones Investment Holdings are Incorrect
Operating an investment account using Simple Tracking (rather than Complete Tracking) will always use the 'latest' information. That means the brokerage download will always blow away your …1 -
Re: Conflict Between Categorizing and Acct Transfer for Category Field
By customizing the report, I get to this type of breakdown: Is that the report you are using or that your report is based on? In my case, I am limiting the transfers included in the Income section to…1 -
Re: Brokerage Account Investment Dividends NOT appearing on Taxable Income YTD
I have had that pane on my primary view for years. It has always included the various investment income streams as shown below. You might try a separate test file to see if it behaves similarly, in w…2 -
Re: How to get manually entered security prices to show as updated (no clock image)?
I think that the presence of a closing price on any day should clear the clock icon for that day and if there is a Friday price, the icon should also be clear for the following Friday and Saturday. T…1 -
Re: How do I record a donation to a Donor Advised Fund within my brokerage account
My process for any such donation (in short): Remove Shares (which will show in Cap gains report as no gain/loss) Add Shares (same number of shares now at donated value, original acquisition date just…4
