In the US and importing transactions from Schwab into Sharesight. I have ran into several Ignored Trades to correct . Most are dividends, bank interest, Journaled Shares, and stock splits. I have imported the transferable trades and can not find where to correct them. Do you correct the ignored trades before import? I have also added the two cash accounts for amounts and balance. I think I found instructions to link them after import?
Any assistance would be greatly appreciated.
Thanks again.
Cheers!
Hi @MichaelMac the csv import feature will only pick the buy and sell trades for import. Once you have added the trades, dividends will get generated automatically in Sharesight. You just have to check and confirm them.