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How to use the Purification Tracker
How FolioSync tracks pending and donated purification amounts for dividend-related entries.
Common symptoms
- You see pending purification amounts.
- You want to mark purification as donated.
- Purification amount looks different from what you expected.
What to try first
- 1Open the portfolio, then open Purification Tracker when available.
- 2The tracker separates pending purification from amounts marked as donated.
- 3Open the Pending tab to review entries that still need action.
- 4Use Mark as Donated after you have handled the amount outside FolioSync.
- 5Open the Donated tab to review completed items.
- 6Purification amounts depend on the dividend entry and the available purification rate for the relevant stock and period.
- 7If a rate is not available, the related amount may show as pending or not applicable.
- 8Changing or deleting the original dividend can affect related purification tracking.
When opening a ticket
- Send the portfolio name, stock symbol, dividend date, purification amount, and screenshot if tracking looks wrong.
- Attach an Excel export if multiple dividend entries are involved.