Ability to Upload Documents to an Account, Such as Statements (edited)

Dick_Davis

I would like to recommend an improvement to where there can be files uploaded to an account. For example, with a ROTH IRA to be able to upload the monthly statement to the account. I would suggest being able to upload a total of 20 documents, 12 would be monthly statement and the remaining eight would be letters, etc. to the account.

Dick_Davis

I would like to recommend that with Simplifi Accounts that the ability to attach files. These attachments would be for letters from the bank, account changes, statements, etc. Also, Statements are payments and can be attached to the payment transaction within each account. These attachments would be made for each account on the accounts screen. Also, when an account is closed, then these documents would remain. The attachments should be listed in a descending order by date with the attachment type. Attachment types would be letter or statement. This is a feature that is in Quicken that has proven to be beneficial over the decades.

To prevent accidental deletion, it would be to provide a message with the number of attachments and the question to confirm the deleting of the account.