Latest Transaction
Last updated
Was this helpful?
Last updated
Was this helpful?
The most recent entry date of the 's Transactions. Assuming you have been uploading chronologically, this date will tell you when you should import new from your brokerage platform.
For example, if your Latest Transaction date is June 7th, you should select June 7 - Today for your next brokerage export to make sure you don't miss any Transactions since your last import.