Best Of
Re: Truly Handle Fidelity Cash Management Account (CMA) as Checking, not Investment
I would second the notion to allow Fidelity CMA accounts to be classified as checking accounts. I use Fidelity CMA for all my bill paying and currently it is very "clunky" to use within Simplifi.
amdrtech
3
Re: Add an HSA Investment account type (edited)
I have a Health Savings Account, which I currently track as "Other Investments". It would be nice if I could track this as the account type it actually is.
usercat
1
Re: Add an HSA Investment account type (edited)
Yes, being able to add would be great. Don't know why it's not already here, lot's of people have HSA/FSA accounts
Jim O
1
Re: Add an HSA Investment account type (edited)
Agreed, so it shows separately under investments.
mverbree
1
Re: New Savings Goal with saved so far amount shows "behind" after contributing (edited)
yes this is the same behavior I’m seeing!