Auto-import investment transactions
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Eugene Fisher
Is importing investment transactions from Plaid supported? This post says it is, but they are not being pulled in for my Edward Jones investment accounts and I don't see a "sync my transactions" in the settings. If not, is this feature on your road map in 2024? Thanks!
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Max
I don't see the toggle on any of my investment firms either.
Jen
complete
Investment transactions are not on by default but are available to anyone with supported accounts.
To enable them:
- Go to the Accounts page and click on one of your actively syncing investment accounts.
- Under Advanced Settings, if you see a toggle for "Sync My Transactions", then this feature is supported by your bank.
- Toggle this on. The system will then attempt to fetch data from the last 3 months (it may take a minute or two to reach your account).
Jen
in progress
Jen
Investment transaction syncing is now available in private beta! (If you're not in the beta program, let me know via email/Slack and I'll add you)
This is only for syncing transactions for investment-type accounts, not liabilities (such as loans, mortgages, etc)
- Enable it by first going to the Transactions page & hitting the refresh button (this puts your accounts at the front of the line for our system to go through and confirm whether or not this feature is available for your bank) Note: this feature may not be available for all banks
- Go to the Accounts page and click on one of your actively syncing investment accounts.
- Under Advanced Settings, if you see a toggle for "Sync My Transactions", then this feature is supported by your bank. Toggle this on. The system will then attempt to fetch data from the last 3 months (it may take a minute or two to reach your account).
Note– you'll have to hit the toggle for each of your investment accounts that you want to sync– even if they're at the same bank!
The transactions that show up will have some extra details, if available, for price, quantity and fees.
B
Bo Marchman
Jen: Awesome! I will check it out.
Jen
I've merged AP's post into this one. If you want to vote specifically for Crypto transactions, please see here: https://feedback.lunchmoney.app/transactions/p/crypto-wallet-transactions
Jen
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Raoul
Similar to Bo, if I transfer X amount from my bank account to an investment account, I see the credit on the bank account with no matching debit on the investment account side, making it appear as if the money has been lost.
I categorize this transaction as a Transfer and want to ensure that transfers total to 0, which i can't do currently because I don't have insight to credits/debits from the perspective of my investment institution.
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Bo Marchman
This would be great. A portion of my paycheck automatically goes to my investment account. This is not counted as monthly income because investment transactions are not imported.