Ability to Mark Holdings as Cash in Connected Investment Accounts (edited)
I would like to request a feature that allows users to classify specific holdings, such as money market funds in investment accounts, as cash. I currently have a Fidelity money market holding that’s classified as an investment, but it functions as a core cash position in the account. This position represents all of my liquid assets. However, Simplifi doesn’t currently allow me to mark it as cash, which leads to inaccurate balance tracking.
It would be incredibly useful if there were an option to easily designate these types of holdings as cash within the app to better reflect the actual state of my accounts. This feature would help users maintain accurate balances, especially for those managing similar investment accounts with core cash positions!