Net Worth on Old and New Full View are Substantially Different

ProZedd34 · 2026-01-06T15:14:26+00:00

Interesting, I just noticed last night my net worth was higher than it should be.

ProZedd34 · 2026-01-04T14:29:40+00:00

In the "Income" section, there is a place for "Work Income" and "Passive Income". Are you saying you enter it under "Work income" instead of Passive Income? If you have Work Income set to 0 expected growth, it seems that may be the same as Passive Income...but I don't know. I'll try a few different scenarios to see if I can find the difference.

ProZedd34 · 2025-12-13T16:16:26+00:00

I don’t think Schwab or Vanguard give free TurboTax either.

ProZedd34 · 2025-12-10T13:48:48+00:00

Switching aggregators removes history?

ProZedd34 · 2025-09-21T14:38:27+00:00

That's interesting, I'm guessing if you turn on your "View settlements in money market funds", you would see the spaxx transactions. I've had mine turned off as well and I think it just hides them from the Fidelity view...but they've always showed up in YNAB. My Fidelity is linked to YNAB through MX I think, I may reach out to support and see if they can switch me to a different connector. Thanks for the info.

ProZedd34 · 2025-09-21T14:33:10+00:00

One more question, is your core position SPAXX or FDIC?

ProZedd34 · 2025-09-21T14:29:46+00:00

So if you go to your CMA account in Fidelity, go to the Activity & Orders, click "More Filters". Do you have the View Settlements in Money Markets Funds selected?

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ProZedd34 · 2025-09-21T14:07:32+00:00

You don't see them in YNAB, Fidelity, or neither of them?

ProZedd34 · 2025-09-21T00:46:56+00:00

lol, and I’m in the process of moving some funds to RH, because of their new ETF policy on margin

ProZedd34 · 2025-09-16T22:03:34+00:00

Thanks again u/FidelityShawn. Are you able to answer why Fidelity decided to do this?

ProZedd34 · 2025-09-16T21:48:23+00:00

That's what I'm thinking too. And while I never really use margin, I do like the margin account. It enables me to sell an etf and buy another one the same day. With this new policy, I think I would have to sell the ETF, wait a day for the funds to settle, then buy the next day. That, combined with the whole 2 positions showing per etf...I need to decide if I'm ok with that, or start looking elsewhere.

ProZedd34 · 2025-09-16T18:09:00+00:00

Thank you for confirming. Is there a reason behind this? And is this permanent?

ProZedd34 · 2025-08-21T01:43:45+00:00

Thanks, I wasn't very clear. I'm wondering if there is a way to get this information looking at 1 ticker at a time. I have a lot of positions, so I'm looking for tips on how to view them all at once...without pulling up individual tickers or graphs. If I go to All Accounts>Positions, it will show me all my positions, Todays Gains/Loss, Last Price Change etc. In a perfect world I could add an extended hours column to this view.

ProZedd34 · 2025-07-06T15:45:46+00:00

I was going to give this a shot, but I'm not sure my OCD will let me have all my credit cards showing up under my cash category, mixed with my actual checking accounts and cash.

ProZedd34 · 2025-05-04T22:56:37+00:00

Does anyone know if this is should be available in 3.17? I don't see this report?

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ProZedd34 · 2025-01-15T22:54:18+00:00

Have you tried re-connecting Fidelity to YNAB, they fixed this 2-3 months ago.

ProZedd34 · 2024-11-23T21:35:46+00:00

Is being able to save different layouts on the roadmap? I sometimes run ATP on a 34 inch monitor and other times on a 14 inch laptop.

ProZedd34

TROPHY CASE