In general, tags are merged from all levels - so if you have a “Cash” tag on a single transaction, then that lot (or more precisely, Position unit) will have the “Cash” tag as well.
So either you need to use a different tag for dividend transactions, or - probably better - use Asset type “Cash”, or create set of Categories “Cash/…” to check you cash positions.
Ok, just to make sure - you’re referring to the “Tags” tab in the Portfolio - yes?
Dividends created by Capitally have no tags by default.
If possible, you can send me the anonymized project to support@mycapitally.com or share some screenshots (with Hide my numbers from the top-right menu enabled), as otherwise it will be hard to come up with something sensible
Hi, thanks for the information. I apologize that I may be wrong. It was me that added these dividends transactions, because Capitally doesn’t. It may be because of the data source you use, it doesn’t provide the dividends information for these ETFs.