Investment Account Contributions included in Savings View
M
Madhu
My fidelity accounts are linked and you have a view into monthly contributions into various savings accounts including 401k, 529, IRA accounts etc. It would be very helpful to get a complete view of my full savings, after taking into account these contributions. Currently, the app only takes into account the Net Pay into a Bank account for “income” purposes.
O
Olivia
Merged in a post:
Track Philanthropy
B
Benjamin
I was using empty "additional liability" in Personal Capital to keep track of both giving and whether I'd hit the max on my Roth contributions. I'd like to be able to track this information in some way through Copilot.