Investments

Discussion List

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  Merged: Ability to turn on/off live investment for accurate net worth

  Eddie0272 1 view 0 comments 1 point Started by Eddie0272 January 16 Feature Requests
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  Treasurydirect.gov Connection Problems

  Closed whyme 191 views 6 comments 0 points Most recent by Coach Natalie January 16Adding and Updating Accounts
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  Index Funds

  Answered ✓ Closed stevet7717 39 views 1 comment 0 points Most recent by UrsulaA January 14Investments
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  Add a Categories/Labels Column to the Investments Portfolio (edited)

  Active james01 37 views 1 comment 1 point Most recent by Coach Natalie January 10Feature Requests
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  Ability to add Notes to Investment Holdings and Cash (edited)

  Active Randy1234 35 views 0 comments 1 point Started by Randy1234 January 10 Feature Requests
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  Investment holdings floating point number math error

  Closed molehill6804 12 views 1 comment 0 points Most recent by Coach Natalie January 9Report a Bug
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  T. Rowe Price Workplace Retirement Account Aggregation

  Closed Havensd74 170 views 9 comments 1 point Most recent by Coach Natalie January 9Investments
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  Fidelity Balances

  Closed Msr131 397 views 14 comments 0 points Most recent by RobWilk January 7Troubleshooting
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  Investment holding price data wrong after new year?

  Closed botjnilt 22 views 2 comments 0 points Most recent by botjnilt January 6Investments
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  Request to Connect to Morgan Stanley

  Closed mthoman1 235 views 2 comments 0 points Most recent by mthoman1 January 4Adding and Updating Accounts
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  Import Investments History from Mint (edited)

  Closed LarsLooperMan 258 views 4 comments 0 points Most recent by fortitood December 2023Investments
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  Treasury Direct Account showing zero balance after linking with quicken classic

  Closed ppankd 148 views 1 comment 0 points Most recent by UrsulaA December 2023Adding and Updating Accounts
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  Balance Issues with Fidelity Checking Account

  Closed System 107 views 2 comments 0 points Most recent by Coach Natalie December 2023Adding and Updating Accounts
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  How are transactions in Investment Accounts supposed to be categorized?

  Answered ✓ Closed aolafsson 214 views 1 comment 0 points Most recent by UrsulaA December 2023Investments
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  Sync time stamp off page

  Closed Icho51 33 views 1 comment 0 points Most recent by Coach Kristina December 2023Report a Bug
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  Brokerage account transactions and holding not downloading

  Closed TodayTomorrow 23 views 1 comment 0 points Most recent by Coach Natalie December 2023Adding and Updating Accounts
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  How to account for dividend income?

  Closed Kevin Bae 334 views 2 comments 1 point Most recent by Coach Natalie December 2023Investments
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  After using for about a year - Simplifi is not a reliable investment tracking tool

  Closed mcacciola 92 views 3 comments 0 points Most recent by mcacciola December 2023Feedback
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  Merged: Ability to export Investment transactions like regular transactions

  freckle14 1 view 0 comments 1 point Started by freckle14 December 2023 Feature Requests
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  Merged: Investment Holdings Breakdown

  ds824 1 view 0 comments 1 point Started by ds824 December 2023 Feature Requests
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  Including investments from in goals

  Closed DocLouis 44 views 1 comment 0 points Most recent by Coach Natalie December 2023Using Savings Goals
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  Horizontal bar chart option for Investment Performance IRR view (edited)

  Active Tony Kirk 31 views 1 comment 1 point Most recent by Coach Natalie December 2023Feature Requests
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  Merged: Kelly Blue Book integration to track value of vehicles

  Cory Lewis 1 view 0 comments 1 point Started by Cory Lewis December 2023 Feature Requests
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  Merged: Zillow / Redfin integration to automatically track real estate values

  Cory Lewis 1 view 0 comments 1 point Started by Cory Lewis December 2023 Feature Requests
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  From Mint, can’t seem to import investment transactions

  Closed smugdoug 152 views 1 comment 0 points Most recent by RobWilk November 2023Managing Your Transactions
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  Allow debits in Investment Transactions

  Closed bkt2112 14 views 1 comment 1 point Most recent by Coach Natalie November 2023Investments
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  Are there plans to add investment related categories?

  Answered ✓ Closed FutureEye 66 views 2 comments 0 points Most recent by FutureEye November 2023Categories and Tags
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  Merged: Savings Goals and Investment Accounts

  Leo Brenns 1 view 0 comments 1 point Started by Leo Brenns November 2023 Feature Requests
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  Merged: Roth IRA missing on Etrade

  cb138 1 view 0 comments 0 points Started by cb138 November 2023 Investments