[GNC] How is Total(period) in Account Tree intended to work for brokerage accounts?

[David Reiser]

I have a number of brokerage-like accounts (cursed with multiple TIAA contracts…). In most cases, the Total(period) column in the account tree page lists $0.00 as that total.

I did a roth conversion at the end of 2020 that resulted in the money for the conversion being moved to the new account in 2020, but the reinvestment transactions took place in 2021. For that account, the total(period) lists the dollar-value change of that account, including the increase in mutual fund value since the investment transactions took place. It would really be nice if all the brokerage account accounts showed the total value change in the current accounting period. What’s different about the new account (seems to be set up identically to all the other brokerage parent accounts)? Should I be able to get the other brokerage accounts to exhibit the same totalling behavior?

--
Dave Reiser
dbreiser at icloud.com