Investment Transactions

Discussion List

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  Missing Transaction from Fidelity 401k contributions.

  Closed Another Stephen 141 views 4 comments 0 points Most recent by Coach Natalie December 2023Adding and Updating Accounts
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  How to account for dividend income?

  Closed Kevin Bae 334 views 2 comments 1 point Most recent by Coach Natalie December 2023Investments
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  After using for about a year - Simplifi is not a reliable investment tracking tool

  Closed mcacciola 92 views 3 comments 0 points Most recent by mcacciola December 2023Feedback
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  Merged: Ability to export Investment transactions like regular transactions

  freckle14 1 view 0 comments 1 point Started by freckle14 December 2023 Feature Requests
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  Betterment: Support Dividends Income transactions

  Closed floridaeast 96 views 3 comments 1 point Most recent by floridaeast December 2023Investments
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  How can I view my dividend transactions from brokerage accounts in Income reports?

  Answered ✓ Closed movieman12345 122 views 3 comments 0 points Most recent by RockLee December 2023Investments
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  How can I total a Category for Investments? (edited)

  Answered ✓ Closed neon45 223 views 9 comments 0 points Most recent by neon45 December 2023Investments
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  Merged: Ability to include all Investment Transaction in Reports and the Spending Plan (edited)

  Marc F 1 view 0 comments 1 point Started by Marc F November 2023 Feature Requests
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  Fidelity Investment Transactions Downloading as "Payment/Deposit" and "Uncategorized" (edited)

  Closed yfor11 43 views 1 comment 0 points Most recent by Coach Natalie November 2023Investments
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  Simplifi does not import investment transactions. A major drawback.

  Closed ZezeC 54 views 1 comment 0 points Most recent by Coach Kristina November 2023Feedback
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  Can investment transactions be exported? (edited)

  Answered ✓ Closed RockLee 206 views 6 comments 1 point Most recent by Coach Natalie November 2023Investments
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  Importing Investment Transactions (edited)

  Answered ✓ Closed SimpliJSHL 182 views 2 comments 2 points Most recent by Coach Natalie November 2023Investments
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  Excluded Investment Transactions still calculated in Reports (edited)

  Closed DavidB 55 views 5 comments 0 points Most recent by Coach Natalie August 2023Report a Bug
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  All investment accounts/transactions excluded from reports?

  Answered ✓ Closed pkp 239 views 6 comments 0 points Most recent by SRC54 August 2023Using Reports