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Investments

31

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CryptoCurrency Support

Active shaunquinton2 601 views 15 comments 31 points Most recent by Bertations January 26Feature Requests
18

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

Active TGP 71 views 4 comments 18 points Most recent by Ulysses December 2022Feature Requests
9

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Investment Tab Upgrades

Active adizzlefoto 111 views 7 comments 9 points Most recent by Coach Natalie December 2022Feature Requests
Introducing Investment Transactions -- Share your feedback here!

Announcement Coach Nicole 536 views 28 comments 5 points Most recent by AlexB March 4Feedback
New Feature Alert: Investment Transactions and Investing Performance Over Time

Closed Coach Natalie 474 views 1 comment 3 points Most recent by Coach Natalie February 24Updates From the Product Team
Incorrect holdings displayed for Pershing LLC accounts (edited)

Answered ✓ Closed DannyB 41 views 4 comments 0 points Most recent by DannyB November 2022Report a Bug
Investment transaction downloads defaulting to "Health Insurance" category

DannyB 51 views 7 comments 0 points Most recent by Coach Natalie November 2022Report a Bug
How to remove cash holdings from Fidelity NetBenefits update?

Closed ShellyB 41 views 4 comments 0 points Most recent by Flopbot November 2022Adding and Updating Accounts
Investment Transactions Unreviewed

Answered ✓ Closed meoge 31 views 5 comments 0 points Most recent by Coach Natalie November 2022Investments
New features

Closed Seeker7 11 views 1 comment 0 points Most recent by Coach Natalie November 2022Feedback
Incorrect balance for Robinhood investment account

Closed Far 21 views 1 comment 0 points Most recent by Coach Natalie December 2022Investments
Fidelity gone crazy

Closed SRC54 123 views 13 comments 0 points Most recent by SRC54 December 2022Adding and Updating Accounts
2

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Add Expense Ratio column to Investing Portfolio tab?

Active Ulysses 21 views 0 comments 2 points Started by Ulysses December 2022 Feature Requests
"FLEXINSURED" cash/money market is not $FLEX symbol

Closed pst 1 view 1 comment 0 points Most recent by Coach Natalie December 2022Investments
Government Thrift Savings Plan (TSP) Connection Issues

Closed MC-ConRaiders 52 views 1 comment 0 points Most recent by Coach Natalie December 2022Adding and Updating Accounts
Incorrect shares and market value for T. Rowe Price account

System 131 views 26 comments 0 points Most recent by Havensd74 February 6Investments
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
Is there something going on with investment account transactions?

Answered ✓ Closed DannyB 21 views 1 comment 0 points Most recent by DannyB December 2022Investments
Is Development planning on including transactions from the Investment / Brokerage side into Reports?

Answered ✓ Closed Graystoke 31 views 3 comments 0 points Most recent by Graystoke January 3Using Reports
Investment and retirement account transactions in Reports

Answered ✓ Closed drakej 32 views 1 comment 0 points Most recent by Coach Natalie January 5Using Reports
Zero balance on connected Interactive Brokers account

Closed LADL00k 62 views 6 comments 0 points Most recent by TonyS February 5Adding and Updating Accounts
Money transferred from checking to investment account not showing in holdings

Closed theoracle39 31 views 2 comments 0 points Most recent by Coach Natalie February 6Investments
How do I ignore investment account transactions from spending reports

Answered ✓ Closed jcwmoore 32 views 1 comment 0 points Most recent by HuntlyHome February 9Managing your Transactions
Unable to connect to the Prudential institution(s) in Simplifi (edited)

Closed rickey 21 views 1 comment 2 points Most recent by Coach Natalie February 9Adding and Updating Accounts
Issues with Investments Performance tab

Closed System 11 views 2 comments 0 points Most recent by Coach Natalie February 10Report a Bug
T Rowe Price Retirement no holdings downloaded (edited)

rhb327 71 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 31 views 1 comment 0 points Most recent by Coach Natalie February 27Investments
Fidelity 401k Contributions reduce Spending

AlexB 21 views 4 comments 0 points Most recent by AlexB March 4Investments
Does Simplifi "open" investment accounts, or is this unrelated

Answered ✓ RobWilk 31 views 5 comments 0 points Most recent by RobWilk March 6Troubleshooting
Investment-related linked transfers showing as Pending.

MrGood 11 views 2 comments 0 points Most recent by MrGood March 24Report a Bug

/* * These styles apply ONLY to the header and footer assets. */ * { padding: 0; margin: 0; box-sizing: border-box; } .footer { background: #f5f5f6; color: #555a62; font-size: 14px; line-height: 1.5; padding: 18px 0; } .footer-wrap { padding-left: 18px; padding-right: 18px; max-width: 1236px; margin: 0 auto; } .footer a { color: #0291db; } .footer a:hover { color: #0276b3; } .footer-row { display: flex; flex-wrap: wrap; justify-content: space-between; align-items: center; margin: -3px; } .footer-col { padding: 0 3px; } .footer-col-copyRight { justify-content: flex-start; } .footer-col-logo { justify-content: flex-end; } .footer-col-copyRight, .footer-col-logo { flex: 1; display: flex; } .logo { width: 124px; height: 27px; opacity: 0.6; } @media screen and (max-width: 768px) { .footer-row { display: block; } .footer-col { width: 100%; text-align: center; margin: 6px 0; } .footer-col:first-child { margin-top: 0; } .footer-col:last-child { margin-bottom: 0; } .footer-col-copyRight, .footer-col-logo { justify-content: center; } .logo { margin: 0 auto; } } /*# sourceMappingURL=styles.css.map */

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