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Investments

Brokerage Accounts transactions should not automatically be ignored by Reports or Spending Plan

SRC54 57 views 8 comments 0 points Most recent by SRC54 June 2Managing Your Transactions
Asset Allocation

Answered Diver4242 11 views 2 comments 0 points Most recent by Diver4242 June 2Investments
20

Up Down

Investment Portfolio Allocations with Graph [edited] (1 Merged Voted)

Active TGP 77 views 5 comments 20 points Most recent by Diver4242 June 2Feature Requests
Fidelity accounts not properly reflecting holdings

Lytol 68 views 10 comments 0 points Most recent by Lytol May 26Adding and Updating Accounts
36

CryptoCurrency Support

Completed shaunquinton2 703 views 24 comments 36 points Most recent by Coach Natalie May 24Feature Requests
How to Track Transfers to Broker (edited)

Answered ✓ WillyDK 27 views 2 comments 0 points Most recent by WillyDK May 19Managing Your Transactions
Introducing Investment Transactions -- Share your feedback here!

Announcement Coach Nicole 593 views 30 comments 5 points Most recent by Diver4242 May 18Feedback
Only Displaying Robinhood Cash not Brokerage

mrb 18 views 1 comment 0 points Most recent by Coach Natalie May 15Adding and Updating Accounts
4

Up Down

Edit ticker symbol and holdings

Active bobluck 12 views 1 comment 4 points Most recent by Lytol May 1Feature Requests
Why can’t I see investment income reported with regular income ?

Answered ✓ Closed Anthony Dee 82 views 7 comments 0 points Most recent by Anthony Dee April 26Investments
Incorrect shares and market value for T. Rowe Price account

Closed System 147 views 29 comments 0 points Most recent by Coach Natalie April 6Investments
Enhancement for Simpilfi vs Quicken Premier

Closed mburlini 46 views 1 comment 0 points Most recent by Coach Natalie April 3Share your Success!
Investment-related linked transfers showing as Pending.

Closed MrGood 17 views 2 comments 0 points Most recent by MrGood March 24Report a Bug
Does Simplifi "open" investment accounts, or is this unrelated

Answered ✓ Closed RobWilk 34 views 5 comments 0 points Most recent by RobWilk March 6Troubleshooting
Fidelity 401k Contributions reduce Spending

Closed AlexB 45 views 4 comments 0 points Most recent by AlexB March 4Investments
T Rowe Price Retirement no holdings downloaded (edited)

Closed rhb327 80 views 11 comments 0 points Most recent by Coach Natalie March 2Adding and Updating Accounts
Any way to categorize dividend income from 401(k) accounts not as monthly income? (edited)

Answered ✓ Closed Rayichris 49 views 1 comment 0 points Most recent by Coach Natalie February 27Investments
New Feature Alert: Investment Transactions and Investing Performance Over Time

Closed Coach Natalie 545 views 1 comment 3 points Most recent by Coach Natalie February 24Updates From the Product Team
Issues with Investments Performance tab

Closed System 14 views 2 comments 0 points Most recent by Coach Natalie February 10Report a Bug
Unable to connect to the Prudential institution(s) in Simplifi (edited)

Closed rickey 28 views 1 comment 2 points Most recent by Coach Natalie February 9Adding and Updating Accounts
How do I ignore investment account transactions from spending reports

Answered ✓ Closed jcwmoore 58 views 1 comment 0 points Most recent by HuntlyHome February 9Managing Your Transactions
Money transferred from checking to investment account not showing in holdings

Closed theoracle39 41 views 2 comments 0 points Most recent by Coach Natalie February 6Investments
Zero balance on connected Interactive Brokers account

Closed LADL00k 92 views 6 comments 0 points Most recent by TonyS February 5Adding and Updating Accounts
Investment and retirement account transactions in Reports

Answered ✓ Closed drakej 44 views 1 comment 0 points Most recent by Coach Natalie January 5Using Reports
Is Development planning on including transactions from the Investment / Brokerage side into Reports?

Answered ✓ Closed Graystoke 39 views 3 comments 0 points Most recent by Graystoke January 3Using Reports
Is there something going on with investment account transactions?

Answered ✓ Closed DannyB 27 views 1 comment 0 points Most recent by DannyB December 2022Investments
Merged: Please add support for Booz Allen ECAP Retirement

capozzme 1 view 0 comments 0 points Started by capozzme December 2022 Adding and Updating Accounts
Fidelity gone crazy

Closed SRC54 150 views 13 comments 0 points Most recent by SRC54 December 2022Adding and Updating Accounts

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