trancer6
New Member

Lack of filtering, sorting and poor slow navigating with 500 transaction in income

I have 500 transactions in my stocks for this year, numerous are fees charges by random funds, which do no require any actions.  

 

1) there is no way to filter / sort anything.  

2) Turbotax breaks this down in 22 pages, with very little/slow navigation in all of them

3) "need review" items are spread across all pages, super painful

4) navigation in this is just super slow

5) fixing these after wards in the "file" option is slightly faster but

6) each "fix" requires me to confirm that I didn't get these as part of a divorce settlement.  Perhaps this can be asked ONCE.

7) selling naked calls reporting is slow and needs "review" after import.  Should be fixed 

 

These make the experience something i won't want to repeat.