Allow users to classify an Investment Account as a non-investment account

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  • SRC54
    SRC54 Superuser ✭✭✭✭✭
    edited January 10

    Today I threw in the towel and moved my Fidelity Cash Management account back into Investments. I had to make some changes in both Classic and Simplifi, but I can live with them.

    Frankly, I blame Fidelity for a lot of this but at least in Classic you can split transactions and have check numbers. If I were younger, I would dump Fidelity.

    Simplifi needs to update investments to use the same (though modified) Register with Brokerage accounts. This means split transactions as well as recurring Transactions. We also need check numbers. We also need to be able also to make payment/deposit the default type in these accounts.

    None of this is new; we've asked for it before. But it is worth emphasizing. Please vote this up.

    Steve
    Quicken Simplifi (Safari & iOS) Since 2021
    Quicken Classic (MacOS) Since 2009
    MS Money (1991-2009) and Dollars & Sense (1987-1991)

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