Show Cash and Stocks separately (edited)

vchan
vchan Member ✭✭
edited December 24 in Feature Requests

At present, both the Cash component and Stocks are displayed together as a single entity under "Investments" in accounts. However, Robinhood allows users to see how much of the balance is allocated to Cash versus actual investments. The feature request is as follows:

  1. Separate the Cash and Investments components and display them under their respective categories.
  2. Currently, "Interest earned" from the Cash component is not recognized in Simplifi, likely because it is considered part of the investment transactions and isn't properly categorized. The request is for Simplifi to recognize "Interest earned" as income and display it under the Cash component.
  3. When Robinhood Credit Card points are redeemed for cash back, the corresponding transaction should be identified and categorized as 'Income'.

(edited for clarification)

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  • Coach Jon
    Coach Jon Moderator admin

    Hello @vchan,

    Thanks for reaching out! We will definitely keep your first request as an idea post that other users can vote for and follow going forward. As for your other points, you will want to create a new post as we will want to keep this post on topic and prevent any confusion as to what this idea is.

    Additionally, I will state that for your third point, you could possibly set up a transaction rule so that when the corresponding transactions come in, Quicken Simplifi will watch your downloaded transactions and automatically assign the Category accordingly. It would need to be a payment/deposit, however. https://support.simplifi.quicken.com/en/articles/4792733-how-to-use-transaction-rules

    I hope this makes sense,

    Coach Jon

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