Where can I download recorded investment distributions?
Where to find it: ACCOUNTS and INVESTMENTS
Open ACCOUNTS and INVESTMENTS and select Distributions. The table shows recorded distributions with their dates, holdings and amounts. Use its export buttons, such as CSV or Excel, to download the table.
This is a history of distribution records available in the app, not the table of all future distributions projected by TIME MACHINE. Future income is calculated from the holdings’ yield assumptions and appears in the projection reports.
If you are reconciling taxes, check the account, period and distribution type before comparing this history with the year’s projected taxable-income totals.