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Add "Dividend Reinvestment" action to Schwab importer - #435
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When opting-in for dividend reinvestments in the equity awards, Schwab creates four entries: * Dividends: The dividend amount being paid * Tax Withholding: The taxes paid on such amount * Dividend Reinvestment: The net money available to be reinvested * Deposit: The stocks being bought with such amount The importer missed the logic to handle the Dividend Reinvestment action and this PR adds it. The PR also adds VOO (Vanguard S&P 500 ETF) to the known securities. Tested with my 2025 tax declaration.
vroonhof
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Sep 20, 2026
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Thank you. For my ETFs the last two steps were handled with a single "Reinvest Shares". yours has it split.
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When opting-in for dividend reinvestments in the equity awards, Schwab creates four entries:
The importer missed the logic to handle the Dividend Reinvestment action and this PR adds it. The PR also adds VOO (Vanguard S&P 500 ETF) to the known securities.
Tested with my 2025 tax declaration.