Can Simplifi track both sides of a transfer from a brokerage account to a bank checking account
I transfer money from my brokerage account to my bank checking account each month. As I have it set up now, Simplifi detects the the money appearing in the checking account by looking at my bank statement but I cannot set it up so that it looks for and finds the money leaving brokerage account from the brokerage records. The program automatically identifies movement between my bank and credit card but does not seem to work for the same type of transaction between my bank and brokerage accounts. Does Simplfi have the capability to identify when money is simply moved from one account to the other when one of the accounts is a brokerage account?
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Hello @GMS4QS,
Thanks for reaching out! I am not quite sure I understand. Can you clarify what you mean by "brokerage records"? Is the issue that the transfer from your brokerage account is not downloading/showing up in the brokerage account within Quicken Simplifi? Let us know!
-Coach Jon
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