Investments

Discussion List

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  Treasury Direct Account showing zero balance after linking with quicken classic

  Closed ppankd 154 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 110 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 228 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 378 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 109 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 32 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
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  Workaround for Roth IRAs not downloading in Simplifi

  Closed taoman54 141 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 481 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 44 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 118 views 1 comment 0 points Most recent by Coach Natalie November 2023Adding and Updating Accounts
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  Investment portfolio changes

  Closed Clark 328 views 28 comments 0 points Most recent by Coach Natalie November 2023Investments
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  Schwab Plan does not connect

  Closed Brian McCasey 464 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 218 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 239 views 6 comments 0 points Most recent by pkp October 2023Adding and Updating Accounts