Interest earned is pulling from another savings account

seanmustica's Avatar


30 Jan, 2021 02:08 PM

When downloading transactions for a Fidelity IRA account, interest is recorded as a XFR, INTEREST EARNED, and under the transfer field it is recording it as coming from one of my savings accounts. I cannot find a way to disassociate this and have manually fix it every month by changing the transfer field to "investment:Interst Received".

This does not occur on any other investment account. please advise how to disassociate my savings as the default interest for my Fidelity IRA.

Alternately, and maybe I need a separate thread, my TD Ameritrade downloaded transactions, record Interest as DIV, CASH ALTERNATIVES, yet does not try to pull from any other accounts.

On a broader scale, is there any way to make ALL interest received transaction behave the same across all accounts?

  1. 1 Posted by Stuart Beesley ... on 30 Jan, 2021 11:08 PM

    Stuart Beesley - JUST A FELLOW USER's Avatar

    I do not know if this is the answer, but have you looked at the default category set on the investment account (tools/accounts/edit)?

  2. 2 Posted by seanmustica on 01 Feb, 2021 02:30 PM

    seanmustica's Avatar

    My default account category for my (2) checking and (2) savings accounts ((1)savings is the one that the Fidelity Interesting pulling from) are all set to ATM withdrawal. The Fidelity IRA as well as (2) TD Ameritrade accounts are all set to "investment".

  3. 3 Posted by seanmustica on 17 Feb, 2021 08:28 PM

    seanmustica's Avatar

    How can I get support to provide some guidance?

  4. 4 Posted by seanmustica on 20 Apr, 2021 12:08 PM

    seanmustica's Avatar

    Help please

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