Separate cost basis and gain in investment withdrawals in Cash Flow chart

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Separate cost basis and gain in investment withdrawals in Cash Flow chart

The Income in Tax Analytics doesn’t include the cost basis. It can be confusing when compared to the inflow in Cash Flow chart. See the link for related Discord discussion.

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Tagged as Suggestion

Suggested 23 February 2024 by user Stephen Chu

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23 February 2024 Stephen Chu suggested this task
23 February 2024 Kyle Nolan approved this task
Shawn @PL

We don’t have this yet, but in version 4.5 we do show cost basis and contribution basis (for Roth) in the net worth tooltips. You might be interested in that as well.

12 February