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Investments

2

For investment income, be able to create a rule so these get sorted differently

Completed Closed Laura 31 views 3 comments 2 points Most recent by Coach Natalie September 2022Feature Requests
3

Ability to track transactions for Manual Investment Accounts (edited)

Completed Closed bankofdad 51 views 7 comments 3 points Most recent by bbertchie September 2022Feature Requests
4

Need details of investments like market value and cost basis (edited)

Completed Closed Cincinnati-Boy 11 views 1 comment 4 points Most recent by Coach Natalie September 2022Feature Requests
18

Show Investment Transactions (1 Merged Vote)

Completed Closed jpv121 532 views 21 comments 18 points Most recent by Coach Natalie September 2022Feature Requests
12

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Manual Crypto Asset Tracking (edited)

Active Nick Davis 141 views 7 comments 12 points Most recent by TommyMac September 2022Feature Requests
3

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

Completed Closed ZZPSP 182 views 5 comments 3 points Most recent by Coach Natalie September 2022Feature Requests
19

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Improvements to Investing Capabilities

Active Trevor Miller 102 views 8 comments 19 points Most recent by Coach Natalie October 2022Feature Requests
Adding fractional crypto or stock shares using the mobile app?

Closed Bob1 21 views 7 comments 0 points Most recent by Coach Natalie August 2022Investments
Morgan Stanley Wealth Management

Answered ✓ Closed kibby 41 views 1 comment 0 points Most recent by Coach Natalie August 2022Investments
0

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Add 'Precious Metals' as an Investment Account Type (edited)

Active Gcran 21 views 1 comment 0 points Most recent by Coach Natalie August 2022Feature Requests
Setting up recurring transfer from CHECKING to ROTH IRA.

Answered ✓ Closed Flopbot 21 views 2 comments 0 points Most recent by Coach Natalie September 2022Investments
Is it possible to recategorize previous transfers to the proper investment accounts?

Answered ✓ Closed DannyB 31 views 2 comments 0 points Most recent by DannyB September 2022Investments
1

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Display tax lots for investments (edited)

Active corefi 13 views 0 comments 1 point Started by corefi September 2022 Feature Requests
Ledger Live Account

Answered ✓ Closed mverbree 31 views 2 comments 0 points Most recent by mverbree September 2022Adding and Updating Accounts
Brokerage accounts not showing holdings

Closed ANDERMY 31 views 4 comments 1 point Most recent by Coach Natalie September 2022Investments
Brokerage transactions

Answered ✓ Closed Kandaswamy 51 views 2 comments 0 points Most recent by Coach Natalie September 2022Investments
Will the investment transactions in spending plan fix be retroactive?

Answered ✓ Closed DannyB 31 views 3 comments 0 points Most recent by Coach Natalie October 2022Using the Spending Plan
Connectivity to APMEX?

Closed System 11 views 5 comments 0 points Most recent by Coach Natalie October 2022Adding and Updating Accounts
Add Accenture 401K Access

Closed bbertchie 31 views 1 comment 0 points Most recent by Coach Natalie October 2022Adding and Updating Accounts
Cash Balance Investment

Answered ✓ Closed bsmorovitz 61 views 5 comments 0 points Most recent by Coach Natalie October 2022Investments
Finally contributing to Roth IRA - now what?

Closed Flopbot 61 views 10 comments 0 points Most recent by DannyB November 2022Investments
1

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Cetera and AdviceWorks

Active bwinchester 21 views 3 comments 1 point Most recent by Flopbot October 2022Report Missing Financial Institution
Investment Transactions repeat themselves

Closed RichD 11 views 1 comment 0 points Most recent by Coach Natalie November 2022Investments
1

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Show Cash Balances separately in Portfolio and Balances sections of Investments (edited)

Active ANDERMY 21 views 1 comment 1 point Most recent by Coach Natalie November 2022Feature Requests
Fidelity Investments wrong number of shares

Closed bobluck 61 views 18 comments 0 points Most recent by bobluck November 2022Investments
Recurring Investment Transaction Transfers Do Not Appear in Mobile (edited)

Answered ✓ Closed bcrossman 11 views 1 comment 0 points Most recent by Coach Natalie November 2022Investments
Try Fidelity Rewards Credit Card if Fidelity accounts aren't updating (edited)

Closed ZHailWayne 51 views 1 comment 1 point Most recent by Coach Natalie November 2022Adding and Updating Accounts
New Mobile Features!

Closed Coach Natalie 181 views 0 comments 4 points Started by Coach Natalie November 2022 Updates From the Product Team
Merged: Wealthfront brokerage transaction weirdness

Pieter 11 views 0 comments 0 points Started by Pieter November 2022 Investments

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