They are the financial institution for many 401k accounts. This works in Quicken, but is not yet in Simplifi.
The investment tab is a bit lacking here - I don't know if its a glitch with mine, but I can only see the accounts, the holding names, shares held, and the amounts in each accounts. Not to say the other company was 100 in investment tracking, but I'm hoping you can combine both wonderful worlds better here.
I'd like to see:
1) For our accounts, let us know what our individual returns are for our holdings. Like 10% return over the past year, but the ability to change to see 5 year, 10 year, since inception.
2) Would be great to have another tab where we can have "watch list" type tracking too. So, not what we currently own, but ones we are just watching.
Would also love the graphs of the changes as described above in 3).
3) list the expense ratio for each holding!
That's all I can think of right now.
[edited to remove duplicate Ideas]
When you're viewing the transactions in a spending watch list the tags column is present but not the notes/memo field.
I record the items I bought in the notes field. When I look at the spending watch list for my allowance I want to know what I bought as I skim the list. But I'm forced to open each item individually to inspect the note. This is cumbersome and not practical.
Thanks for reading.