In the Neon app, you can buy ETFs with zero trading fees. After a few days, the trading fees are refunded back to your account. In Portfolio Performance, you can import the PDF, and all data will be read into the program. How can I represent the trading fees in such a way that it reflects that the trading fees are refunded?
I dont know Portfolio Performance but maybe you have the possibility to change import manaually after import the pds?
Either you edit the transaction to delete the trading fees or create a new transaction of type “Fees Refund…” and book a refund with the amount of the fees in the respective “Deposit account”. In the refund transaction you can even choose for which security it was and add some notes.
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Thank you very much! I created “fees refund”.