Investments

Discussion List

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  Morgan Stanley Brokerage Accounts - "No Holdings Found" (edited)

  Closed RichardFritts 71 views 10 comments 0 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  $275k fictitious loss on NVIDIA today

  Closed hjanum 51 views 3 comments 0 points Most recent by Coach Jon September 2025Investments
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  Add Projected Cash Flow for Investment Accounts (edited)

  Active MikeZ 11 views 0 comments 2 points Started by MikeZ September 2025 Feature Requests
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  TreasuryDirect converted bonds incorrect balance

  Closed trewbux 219 views 35 comments 2 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  Ability to mark Investment Transactions as Recurring (edited)

  Active orange_rijder 44 views 3 comments 4 points Most recent by User1727 September 2025Feature Requests
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  Investments widget shows an incorrect daily change due to rounding wrong (edited)

  Closed timmy5685 102 views 17 comments 0 points Most recent by Coach Jon September 2025Troubleshooting
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  M1 Finance - Incorrect Balance (edited)

  Closed Dafelhandler 11 views 1 comment 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Charles Schwab Account Linking Issues in Quicken Simplifi

  Closed daldens 71 views 1 comment 0 points Most recent by Coach Kristina September 2025Adding and Updating Accounts
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  Updating Manual Investment Account Balances (edited)

  Answered ✓ Closed Dick_Davis 56 views 2 comments 0 points Most recent by Dick_Davis September 2025Investments
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  Android Investments widget shows change % incorrectly (edited)

  Closed tweir 1 view 1 comment 0 points Most recent by Coach Jon September 2025Report a Bug
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  Investment feature request: to allow for the investment portfolio page (holdings) be exported to csv

  Closed nrp06 1 view 1 comment 0 points Most recent by Coach Kristina August 2025Investments
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  Investment Tab Upgrades

  Active adizzlefoto 182 views 11 comments 14 points Most recent by Coach Natalie August 2025Feature Requests
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  Back to Basics, please - investment accounts with multiple FIs can't connect [Edited]

  Closed PJLmoney 65 views 2 comments 1 point Most recent by PJLmoney August 2025Feedback
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  Cost Basis from Fidelity Accounts

  Answered ✓ Closed Knf423 12 views 1 comment 0 points Most recent by SRC54 August 2025Investments
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  Coinbase account does not show balances and stocks correctly (edited)

  Closed dtorg1955 61 views 1 comment 0 points Most recent by Coach Kristina August 2025Adding and Updating Accounts
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  Changed manual asset to investment and now balance shows zero

  Closed trewbux 21 views 2 comments 0 points Most recent by trewbux August 2025Adding and Updating Accounts
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  Simplifi - Stop with the Automation!

  Closed Simpli-Is-Failing 47 views 2 comments -5 points Most recent by DannyB August 2025Feedback
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  Ability to Track Employee Pension Plans (edited)

  Active EgyptianHokie 278 views 6 comments 11 points Most recent by Melaney August 2025Feature Requests
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  How Can I Save Money Effectively?

  Closed jack145 68 views 3 comments 0 points Most recent by DannyB August 2025Introduce yourself!
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  Please add an investment account type for Donor Advised Funds (DAF)

  Active RTK 21 views 2 comments 2 points Most recent by RTK August 2025Feature Requests
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  The portfolio Tab of the Investment does not get updated for certain Holdings

  Closed SudipChoudhury 69 views 3 comments 0 points Most recent by Coach Jon July 2025Investments
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  How to include cash balance in a manual investment account

  Closed Norm6257 75 views 5 comments 0 points Most recent by SRC54 July 2025Investments
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  Allow Investment Transactions to Impact Manual Investment Account Balances/Portfolio Value (edited)

  Active tonymfernandez 87 views 9 comments 10 points Most recent by SRC54 July 2025Feature Requests
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  Unable to add even Accounts with just DIV- Reinvest transactions

  Closed sb2 32 views 3 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Potential new user questions

  Closed Helen Bacque 52 views 8 comments 0 points Most recent by SRC54 July 2025Feedback
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  Mobile App: Add more granularity to the Y-Axis of the Investments Balances graph (edited)

  Active Brian Montague 1 view 0 comments 3 points Started by Brian Montague July 2025 Feature Requests
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  Coinbase Portfolio Values Are Wrong

  Closed whyme 51 views 2 comments 0 points Most recent by whyme July 2025Adding and Updating Accounts
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  Investment balance always shows yesterday's balance in the Accounts List (edited)

  Closed hj2438 41 views 5 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  When entering bond cost, incorrect total value is calculated

  Closed Arthur Godfrey 12 views 1 comment 0 points Most recent by Coach Jon July 2025Troubleshooting