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Investments

1

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

Active Phantom 42 views 5 comments 1 point Most recent by giuvincenzi May 2022Feature Requests
Morgan Stanley Stock Plan Connect Issues

Closed htc630 1K views 31 comments 0 points Most recent by Coach Natalie April 2022Adding and Updating Accounts
9

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

Active tapierce 31 views 1 comment 9 points Most recent by Skyfox675 March 2022Feature Requests
3

Investment Account Charts and Dashboards for historical performance (edited)

Completed Closed markcp 1 view 1 comment 3 points Most recent by Coach Natalie February 2022Feature Requests
Investments missing

Closed robhally 21 views 1 comment 0 points Most recent by Coach Natalie February 2022Report a Bug
My Crypto entries have stopped updating.

Closed Gcran 11 views 5 comments 0 points Most recent by Coach Natalie February 2022Adding and Updating Accounts
Taxable Dividends & Associated Investment Cash Accounts

Closed SRC54 11 views 3 comments 0 points Most recent by Coach Natalie February 2022Investments
T. Rowe Price

Answered ✓ Closed jeff_discussions 71 views 1 comment 0 points Most recent by Coach Natalie February 2022Adding and Updating Accounts
My Edward Jones Accounts not updatng

Closed Clark 21 views 4 comments 0 points Most recent by Clark March 2022Adding and Updating Accounts
HSA Accounts

Closed Simply Will 31 views 1 comment 0 points Most recent by Coach Natalie March 2022Feedback
Northwestern Mutual

Closed ngkats 22 views 1 comment 0 points Most recent by Coach Natalie March 2022Adding and Updating Accounts
1

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Investments Date Range Additions

Active Poptarts 1 view 0 comments 1 point Started by Poptarts March 2022 Feature Requests
Merged: Investment Portfolio Allocations

Poptarts 1 view 0 comments 1 point Started by Poptarts March 2022 Feature Requests
1

Up

Add GroundFloor Investment Platform

Active carbonj 11 views 2 comments 1 point Most recent by carbonj April 2022Report Missing Financial Institution
1

Up

Add Arrived Homes Investment platform

Active carbonj 11 views 2 comments 1 point Most recent by carbonj April 2022Report Missing Financial Institution
1

Up

Missing OnTarget Investing

Active am_romero29 13 views 0 comments 1 point Started by am_romero29 March 2022 Report Missing Financial Institution
1

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Foreign Exchange Market Tracker

Active SeanK22 11 views 0 comments 1 point Started by SeanK22 April 2022 Feature Requests
Incorrect Security Symbol Interpreted

Answered ✓ Closed jtjones0304 21 views 7 comments 0 points Most recent by Coach Natalie April 2022Investments
1

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Edit ticker symbol and holdings

Active bobluck 2 views 0 comments 1 point Started by bobluck May 2022 Feature Requests
Incorrect holdings/data with Fidelity (edited)

Closed bobluck 21 views 1 comment 1 point Most recent by Coach Natalie May 2022Investments
Unable to connect to Goldman Sachs 401k

Closed jonk4m 21 views 3 comments 0 points Most recent by Coach Natalie June 2022Adding and Updating Accounts
Need the ability to deduct, not just add, to an investment account.

Closed JoanneA 11 views 1 comment 0 points Most recent by Coach Natalie May 2022Investments
Is there a workaround for the lack of transactions in investment accounts?

Answered ✓ Closed JimSimpkins 71 views 8 comments 0 points Most recent by JimSimpkins June 2022Investments
Crypto account not updating in Balance Over Time section (edited)

Closed inspector_gadget 31 views 10 comments 0 points Most recent by Coach Natalie July 2022Investments
Merged: Add Functionality: Using Brokerage Accounts for Savings Goals

username1 21 views 0 comments 1 point Started by username1 June 2022 Feature Requests
11

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Add an HSA Investment account type (edited)

Active MDG39518 61 views 2 comments 11 points Most recent by mverbree August 2022Feature Requests
Bitcoin price not updating in mobile app

Closed Bob1 21 views 2 comments 0 points Most recent by Coach Natalie August 2022Report a Bug

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