The ability to select which of the cash accounts that you may have that a dividend or interest payment is to be credited to for each investment.
I have some fixed interest private loans that credit to an account that is separate to the trading account. Currently these transactions are automatically credited to the trading account - as per dividend and share sales proceeds.
• How is this affecting you?
The impact is two fold - first I need to go delete from the trading account and re-enter those transactions into the cash account.
Second, I have made the mistake of hitting synch automatic trades back to the beginning of my use which has resulted in all the automatic dividends and interest to go back into the trading or cash account. This now enquires a lot! of manual clean-up.
• Do you currently have a workaround solution? If yes, what is it?
No workaround solution has been identified. Another option which could make it easier to recover from from major un intended changes would be a go back to entries as per prior day - dump all changes and start again.
• Can we reach out in future to ask follow up questions about this idea? Yes, please reach out.