handling of investment fees --> automatically recognize it should be a negative #/cost
Does MD have any add'l ~ logic built in to handle investment transactions downloaded via Plaid, or does it just 100 record whatever it gets, period?
I ask because I have a Management Fee expense that downloaded (via Plaid) from Schwab that shows up as a positive # in the register. When I look at the ol.orig-txn data for the transaction I clearly see:
"extra.invest_txn_type" = "fee"
"extra.invest_txn_subtype" = "management fee"
"invest_txn_type" = "exp"
Couldn't/shouldn't any one of these fields be used such that the $ amount in the register should be set as a negative automatically?
Of course I can manually adjust it, but that kind of defeats the purpose of the automatic download.
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System closed this discussion on 22 Jul, 2023 01:20 PM.