Investments

Discussion List

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  Workaround for Roth IRAs not downloading in Simplifi

  Closed taoman54 139 views 3 comments 0 points Most recent by ps56k November 2023Adding and Updating Accounts
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  Setting up manual 401k account

  Answered ✓ Closed bkt2112 433 views 6 comments 0 points Most recent by bkt2112 November 2023Adding and Updating Accounts
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  Merged: Rental Property Value via Zillow/Redfin

  draaboulhosn 1 view 0 comments 1 point Started by draaboulhosn November 2023 Feature Requests
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  Investment Account displays as $0 when unable to connect

  Closed domg1 64 views 2 comments 0 points Most recent by domg1 November 2023Adding and Updating Accounts
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  Investments > Cash Holdings - Negative amount changes?

  Answered ✓ Closed Flopbot 42 views 1 comment 0 points Most recent by Coach Natalie November 2023Investments
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  Morgan Stanley StockPlan Connect showing one day old balances

  Closed Construct5292 114 views 1 comment 0 points Most recent by Coach Natalie November 2023Adding and Updating Accounts
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  Investment portfolio changes

  Closed Clark 325 views 28 comments 0 points Most recent by Coach Natalie November 2023Investments
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  Schwab Plan does not connect

  Closed Brian McCasey 449 views 3 comments 0 points Most recent by Brian McCasey October 2023Adding and Updating Accounts
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  New user - how to handle Investments and Cost Basis and historical transactions

  Answered ✓ Closed ps56k 195 views 5 comments 0 points Most recent by Coach Natalie October 2023Investments
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  Manual investments price editing is broken after the last update

  Closed lorddragox 126 views 11 comments 0 points Most recent by Coach Natalie October 2023Report a Bug
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  Fidelity brokerage account adding as checking

  Closed simplira 234 views 6 comments 0 points Most recent by pkp October 2023Adding and Updating Accounts
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  Merged: Remove news feed from investments

  ffurja 1 view 0 comments 0 points Started by ffurja September 2023 Feature Requests
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  Problem with the Net Worth Report and Investment Accounts (edited)

  Answered ✓ Closed DEA3 660 views 6 comments 0 points Most recent by DEA3 September 2023Using Reports
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  Fidelity Crypto holdings not reflected

  Closed luke 178 views 4 comments 0 points Most recent by papermuffins August 2023Investments
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  How to remove investment income from my Spending Plan?

  Answered ✓ Closed System 124 views 3 comments 0 points Most recent by DEA3 August 2023Troubleshooting
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  Cash Accounts with CDs Unavailable Cash

  Closed jtjones0304 99 views 3 comments 1 point Most recent by Coach Natalie August 2023Investments
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  Unable to edit price per share for manual investment account

  Closed Pmrussell892 86 views 2 comments 1 point Most recent by Pmrussell892 August 2023Feedback
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  Ability to mark Investment Transactions as Recurring (edited)

  Active orange_rijder 44 views 1 comment 1 point Most recent by DannyB July 2023Feature Requests
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  [Treasury Direct] - Account integration not fetching all the data (Treasury Bills) [edited]

  Closed webnotorious 911 views 1 comment 0 points Most recent by Coach Natalie July 2023Investments
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  Investment Transactions & Spending Plan

  Closed mellis87 207 views 3 comments 0 points Most recent by mellis87 July 2023Using the Spending Plan
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  CryptoCurrency Support

  Completed Closed shaunquinton2 1.4K views 24 comments 36 points Most recent by Coach Natalie May 2023Feature Requests