Investments

You can post about using Investments in Simplifi here.

Import Investments History from Mint (edited)

Closed LarsLooperMan 236 views 4 comments 0 points Most recent by fortitood December 2023
How are transactions in Investment Accounts supposed to be categorized?

Answered ✓ Closed aolafsson 138 views 1 comment 0 points Most recent by UrsulaA December 2023
Interactive Brokers LLC International Stocks Issue (edited)

james01 104 views 8 comments 1 point Most recent by Coach Natalie December 2023
How to account for dividend income?

Closed Kevin Bae 196 views 2 comments 1 point Most recent by Coach Natalie December 2023
Betterment: Support Dividends Income transactions

Closed floridaeast 84 views 3 comments 1 point Most recent by floridaeast December 2023
How can I view my dividend transactions from brokerage accounts in Income reports?

Answered ✓ Closed movieman12345 67 views 3 comments -1 point Most recent by RockLee December 2023
How can I total a Category for Investments? (edited)

Answered ✓ Closed neon45 183 views 9 comments 0 points Most recent by neon45 December 2023
Linked Interactive Brokers accounts do not show any transactions or account totals. (edited)

Closed Fonkijom 78 views 1 comment 0 points Most recent by RockLee December 2023
Fidelity Investment Transactions Downloading as "Payment/Deposit" and "Uncategorized" (edited)

Closed yfor11 48 views 1 comment 0 points Most recent by Coach Natalie November 2023
Can investment transactions be exported? (edited)

Answered ✓ Closed RockLee 163 views 6 comments 1 point Most recent by Coach Natalie November 2023
Allow debits in Investment Transactions

Closed bkt2112 14 views 1 comment 1 point Most recent by Coach Natalie November 2023
Importing Investment Transactions (edited)

Answered ✓ Closed SimpliJSHL 137 views 2 comments 2 points Most recent by Coach Natalie November 2023
Merged: Roth IRA missing on Etrade

cb138 1 view 0 comments 0 points Started by cb138 November 2023
Investments > Cash Holdings - Negative amount changes?

Answered ✓ Closed Flopbot 36 views 1 comment 0 points Most recent by Coach Natalie November 2023
Investment portfolio changes

Closed Clark 299 views 28 comments 0 points Most recent by Coach Natalie November 2023
New user - how to handle Investments and Cost Basis and historical transactions

Answered ✓ Closed ps56k 104 views 5 comments 0 points Most recent by Coach Natalie October 2023
My Portfolio account does not show any graphics or any of the funds

Closed System 20 views 2 comments 0 points Most recent by Coach Natalie October 2023
Fidelity Crypto holdings not reflected

Closed luke 104 views 4 comments 0 points Most recent by papermuffins August 2023
Cash Accounts with CDs Unavailable Cash

Closed jtjones0304 93 views 3 comments 1 point Most recent by Coach Natalie August 2023
[Treasury Direct] - Account integration not fetching all the data (Treasury Bills) [edited]

Closed webnotorious 793 views 1 comment 0 points Most recent by Coach Natalie July 2023
Asset Allocation

Answered ✓ Closed Diver4242 121 views 2 comments 0 points Most recent by Diver4242 June 2023
Many Investment Transactions don't get included in the Summary Holdings

Answered ✓ Closed Wooloomooloo2 46 views 1 comment 0 points Most recent by Coach Natalie June 2023
Why can’t I see investment income reported with regular income ?

Answered ✓ Closed Anthony Dee 362 views 7 comments 0 points Most recent by Anthony Dee April 2023
Incorrect shares and market value for T. Rowe Price account

Closed System 313 views 29 comments 0 points Most recent by Coach Natalie April 2023
Can I set-up a hidden investment Account?

Answered ✓ Closed Clark 96 views 4 comments 0 points Most recent by Clark March 2023
Fidelity 401k Contributions reduce Spending

Closed AlexB 272 views 4 comments 0 points Most recent by AlexB March 2023
Any way to categorize dividend income from 401(k) accounts not as monthly income? (edited)

Answered ✓ Closed Rayichris 225 views 1 comment 0 points Most recent by Coach Natalie February 2023
How do I handle employer 401k contributions?

Answered ✓ Closed theoracle39 1.1K views 4 comments 2 points Most recent by Coach Natalie February 2023
Money transferred from checking to investment account not showing in holdings

Closed theoracle39 147 views 2 comments 0 points Most recent by Coach Natalie February 2023
Is there something going on with investment account transactions?

Answered ✓ Closed DannyB 43 views 1 comment 0 points Most recent by DannyB December 2022

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