Discussion List

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  Savings Plan

  Closed Ward004 41 views 2 comments 0 points Most recent by UrsulaA February 2024Using the Spending Plan
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  Issue displaying Vanguard brokerage holdings

  Closed chaorabbit 616 views 8 comments 0 points Most recent by Coach Natalie January 2024Investments
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  Adding short position of options in manual IRA account

  Closed simplira 41 views 3 comments 0 points Most recent by Coach Natalie January 2024Investments
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  A graph would be much better than a list of investments in the dashboard (edited)

  Closed John Dressel 71 views 5 comments 0 points Most recent by Bgz January 2024Using the Dashboard
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  Merged: Total gain/loss and cost basis for brokerage and retirement accounts

  Bgz 51 views 0 comments 3 points Started by Bgz January 2024 Feature Requests
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  Thrift Savings Plan MFA Issue

  Closed lambda379 515 views 12 comments 0 points Most recent by Coach Kristina January 2024Adding and Updating Accounts
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  My Interactive Brokers balances are showing as 0.

  Closed Nishant 195 views 3 comments 0 points Most recent by Coach Natalie January 2024Adding and Updating Accounts
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  Merged: Group Transfers

  Jurgo 1 view 0 comments 1 point Started by Jurgo January 2024 Feature Requests
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  Way to post a Series I Savings Bond in investments

  Closed tully 174 views 1 comment 1 point Most recent by Coach Natalie January 2024Investments
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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 2024 Feature Requests
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  Treasurydirect.gov Connection Problems

  Closed whyme 215 views 6 comments 0 points Most recent by Coach Natalie January 2024Adding and Updating Accounts
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  Index Funds

  Answered ✓ Closed stevet7717 31 views 1 comment 0 points Most recent by UrsulaA January 2024Investments
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  Add a Categories/Labels Column to the Investments Portfolio (edited)

  Active james01 31 views 1 comment 1 point Most recent by Coach Natalie January 2024Feature Requests
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  Ability to add Notes to Investment Holdings and Cash (edited)

  Active Randy1234 31 views 0 comments 1 point Started by Randy1234 January 2024 Feature Requests
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  Investment holdings floating point number math error

  Closed molehill6804 11 views 1 comment 0 points Most recent by Coach Natalie January 2024Report a Bug
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  T. Rowe Price Workplace Retirement Account Aggregation

  Closed Havensd74 172 views 9 comments 1 point Most recent by Coach Natalie January 2024Investments
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  Fidelity Balances

  Closed Msr131 402 views 14 comments 0 points Most recent by RobWilk January 2024Troubleshooting
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  Investment holding price data wrong after new year?

  Closed botjnilt 21 views 2 comments 0 points Most recent by botjnilt January 2024Investments
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  Request to Connect to Morgan Stanley

  Closed mthoman1 256 views 2 comments 0 points Most recent by mthoman1 January 2024Adding and Updating Accounts
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  Import Investments History from Mint (edited)

  Closed LarsLooperMan 261 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 151 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 111 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 245 views 1 comment 0 points Most recent by UrsulaA December 2023Investments
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  Sync time stamp off page

  Closed Icho51 31 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 21 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 399 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 122 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