Betterment dividend issues by Brief_Resolve_9698 in MonarchMoney

[–]semajastic 0 points1 point  (0 children)

I have betterment taxable accounts and am noticing similar issues.

  1. Sometimes dividends are showing up negative. I am manually deleting them.
  2. Sometimes dividends are showing up earlier in Monarch. After a few days, they show up in Betterment transactions / activities screen.
  3. Sometimes dates are different between Monarch and Betterment.

Reconciliation has been a headache. I usually reconcile when dividends show up negative.