Investments

14

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Simple vs Complete Investment Tracking

Active AaronJB 708 views 15 comments 14 points Most recent by MikeZ October 2025Feature Requests
11

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Investment balances should be consistent across the app

Active sprugman 330 views 7 comments 11 points Most recent by MikeZ October 2025Feature Requests
4

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Add an "Account" column/view to the Investments Portfolio page (edited)

Active Gerry C 81 views 2 comments 4 points Most recent by Coach Natalie October 2025Feature Requests
4

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Mobile App: Persistent Views in Investments (edited)

Active HappyNorml 26 views 1 comment 4 points Most recent by RobWilk October 2025Feature Requests
6

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Add Projected Cash Flow for Investment Accounts (edited)

Active MikeZ 16 views 0 comments 6 points Most recent by MikeZ September 2025Feature Requests
4

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Ability to mark Investment Transactions as Recurring (edited)

Active orange_rijder 65 views 3 comments 4 points Most recent by User1727 September 2025Feature Requests
16

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Investment Tab Upgrades

Active adizzlefoto 302 views 11 comments 16 points Most recent by Coach Natalie August 2025Feature Requests
11

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Ability to Track Employee Pension Plans (edited)

Active EgyptianHokie 375 views 6 comments 11 points Most recent by Melaney August 2025Feature Requests
3

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Please add an investment account type for Donor Advised Funds (DAF)

Active RTK 48 views 2 comments 3 points Most recent by RTK August 2025Feature Requests