You would need to click on the pencil icon to see transaction info. If you’ve imported info for stocks, options, crypto, bonds, and/or mutual funds, and you have more than 25 transactions that need review, you could be missing any of the following:
- Cost basis
- Date acquired
- Description
- Proceeds
- Date sold
There are a couple of ways to fix this issue, one of which is using the Summary Method of reporting.
@ny8699
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