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Investments

Crypto account not updating in Balance Over Time section (edited)

inspector_gadget 28 views 7 comments 0 points Most recent by Coach Natalie June 22Investments
Merged: Add Functionality: Using Brokerage Accounts for Savings Goals

username1 22 views 0 comments 1 point Started by username1 June 10 Feature Requests
Is there a workaround for the lack of transactions in investment accounts?

Answered ✓ JimSimpkins 28 views 8 comments 0 points Most recent by JimSimpkins June 10Investments
Unable to connect to Goldman Sachs 401k

jonk4m 20 views 3 comments 0 points Most recent by Coach Natalie June 6Adding and Updating Accounts
1

Up Down

Manually update holdings information for manual Investment accounts [edited] (2 Merged Votes)

Active Phantom 29 views 5 comments 1 point Most recent by giuvincenzi May 31Feature Requests
Need the ability to deduct, not just add, to an investment account.

JoanneA 10 views 1 comment 0 points Most recent by Coach Natalie May 27Investments
[ONGOING] 3/22/22: Unable to add VUSXX Vanguard Treasury Money Market Fund

Announcement Closed Coach Natalie 45 views 3 comments 0 points Most recent by Coach Natalie May 27Known Product Issues
[RESOLVED] 5/9/22: Unable to add manual holdings with a special character in the name

Closed Coach Natalie 34 views 1 comment 0 points Most recent by Coach Blake May 12Known Product Issues
[RESOLVED] 5/9/22: Holdings with a single letter aren't pulling in a price per share

Closed Coach Natalie 25 views 1 comment 0 points Most recent by Coach Natalie May 12Known Product Issues
Incorrect holdings/data with Fidelity (edited)

Closed bobluck 17 views 1 comment 1 point Most recent by Coach Natalie May 2Investments
1

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Edit ticker symbol and holdings

Active bobluck 9 views 0 comments 1 point Started by bobluck May 2 Feature Requests
Incorrect Security Symbol Interpreted

Answered ✓ Closed jtjones0304 25 views 7 comments 0 points Most recent by Coach Natalie April 29Investments
Morgan Stanley Stock Plan Connect Issues

Closed htc630 627 views 31 comments 0 points Most recent by Coach Natalie April 28Adding and Updating Accounts
18

Show Investment Transactions (1 Merged Vote)

In Progress jpv121 405 views 16 comments 18 points Most recent by Coach Natalie April 19Feature Requests
1

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Foreign Exchange Market Tracker

Active SeanK22 13 views 0 comments 1 point Started by SeanK22 April 8 Feature Requests
1

Up

Add Arrived Homes Investment platform

Active carbonj 12 views 2 comments 1 point Most recent by carbonj April 4Report Missing Financial Institution
1

Up

Add GroundFloor Investment Platform

Active carbonj 15 views 2 comments 1 point Most recent by carbonj April 4Report Missing Financial Institution
3

Ability to create 'Transfers' To/From IRA and Investment Accounts [edited] (3 Merged Votes)

In Progress ZZPSP 130 views 4 comments 3 points Most recent by NEatonJr April 3Feature Requests
1

Up

Missing OnTarget Investing

Active am_romero29 17 views 0 comments 1 point Started by am_romero29 March 29 Report Missing Financial Institution
17

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Improvements to Investing Capabilities

Active Trevor Miller 63 views 6 comments 17 points Most recent by ffurja March 26Feature Requests
Merged: Investment Portfolio Allocations

Poptarts 5 views 0 comments 1 point Started by Poptarts March 25 Feature Requests
16

Up Down

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

Active TGP 60 views 3 comments 16 points Most recent by Poptarts March 25Feature Requests
1

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Investments Date Range Additions

Active Poptarts 7 views 0 comments 1 point Started by Poptarts March 25 Feature Requests
Northwestern Mutual

Closed ngkats 16 views 1 comment 0 points Most recent by Coach Natalie March 16Adding and Updating Accounts
32

Up Down

CryptoCurrency Support

Active shaunquinton2 458 views 13 comments 32 points Most recent by Coach Natalie March 14Feature Requests
8

Up Down

Add 'Cryptocurrency' as an Investment Account Type [edited] (1 Merged Vote)

Active tapierce 24 views 1 comment 8 points Most recent by Skyfox675 March 11Feature Requests
HSA Accounts

Closed Simply Will 17 views 1 comment 0 points Most recent by Coach Natalie March 11Feedback
My Edward Jones Accounts not updatng

Closed Clark 25 views 4 comments 0 points Most recent by Clark March 8Adding and Updating Accounts
T. Rowe Price

Answered ✓ Closed jeff_discussions 26 views 1 comment 0 points Most recent by Coach Natalie February 22Adding and Updating Accounts
My Crypto entries have stopped updating.

Closed Gcran 13 views 5 comments 0 points Most recent by Coach Natalie February 11Adding and Updating Accounts

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