Investments

Discussion List

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  Portfolio Report

  Closed Adanac 32 views 2 comments 0 points Most recent by Coach Natalie November 2025Using Reports
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  SoFi Roth & Brokerage Balances Are Not Current

  Closed MikeZ 93 views 9 comments 0 points Most recent by SRC54 October 2025Adding and Updating Accounts
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  12

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  Simple vs Complete Investment Tracking

  Active AaronJB 514 views 15 comments 12 points Most recent by MikeZ October 2025Feature Requests
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  10

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  Investment balances should be consistent across the app

  Active sprugman 238 views 7 comments 10 points Most recent by MikeZ October 2025Feature Requests
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  MetLife insurance market value is wrong

  Closed EricH 38 views 1 comment 0 points Most recent by Coach Kristina October 2025Adding and Updating Accounts
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  Add an "Account" column/view to the Investments Portfolio page (edited)

  Active Gerry C 46 views 2 comments 4 points Most recent by Coach Natalie October 2025Feature Requests
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  Android Widget Investments Percent Change Error (edited)

  Closed gfestian 22 views 1 comment 1 point Most recent by Coach Jon October 2025Report a Bug
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  Mobile App: Persistent Views in Investments (edited)

  Active HappyNorml 11 views 1 comment 4 points Most recent by RobWilk October 2025Feature Requests
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  Invalid Symbol for BRKB

  Closed SimplifyUserK 158 views 15 comments 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
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  How to find total cost for investment page?

  Closed bccoleman 44 views 1 comment 0 points Most recent by DannyB October 2025Investments
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  Morgan Stanley Brokerage Accounts - "No Holdings Found" (edited)

  Closed RichardFritts 127 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 55 views 3 comments 0 points Most recent by Coach Jon September 2025Investments
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  5

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  Add Projected Cash Flow for Investment Accounts (edited)

  Active MikeZ 13 views 0 comments 5 points Most recent by MikeZ September 2025Feature Requests
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  TreasuryDirect converted bonds incorrect balance

  Closed trewbux 469 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 43 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 155 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 196 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 102 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 1 point 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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  15

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  Investment Tab Upgrades

  Active adizzlefoto 223 views 11 comments 15 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 82 views 2 comments 1 point Most recent by PJLmoney August 2025Feedback
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  Cost Basis from Fidelity Accounts

  Answered ✓ Closed Knf423 32 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 74 views 1 comment 0 points Most recent by Coach Kristina August 2025Adding and Updating Accounts
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  Simplifi - Stop with the Automation!

  Closed Simpli-Is-Failing 61 views 2 comments -5 points Most recent by DannyB August 2025Feedback
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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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  Ability to Track Employee Pension Plans (edited)

  Active EgyptianHokie 312 views 6 comments 11 points Most recent by Melaney August 2025Feature Requests
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  How Can I Save Money Effectively?

  Closed jack145 92 views 3 comments 0 points Most recent by DannyB August 2025Introduce yourself!