Batch change for investment action

wuhl756's Avatar


20 Jan, 2018 02:01 PM

Please add "Action" to the options for a batch change in an investment account. For example: Fidelity records and downloads reinvestments as two transactions, a dividend (or other payout) received (Div in MD) and a Buy, which I would prefer to shown as a single reinvestment. Sometimes several of these are downloaded at the end of a month or year. But the only way I can change them is to delete each Div, and open up each Buy and change it to a DivReinvest. TIAA-CREF downloads Dividends without showing that they were reinvested, so I have to open each one and change it to a DivReinvest, otherwise the cash balance is wrong. Would be super-nice to work a batch change for these. Thanks!

  1. 1 Posted by Henry on 23 Jan, 2018 01:30 PM

    Henry's Avatar


    Thank you for contacting us.
    There's an existing ticket in our ticketing system with your suggestion to add the action field to batch change for investment account, so I've attached it to this discussion and the developers will be looking into it.

    Infinite Kind Support

  2. System closed this discussion on 24 Apr, 2018 01:40 PM.

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