Account Register Update: Share your feedback here!

Coach Jon

Hello @SRC54,

As far as who determines the account type, that would be on the financial instituions side, correct. However, from our research, we determined that there is a bug that we have filed that allows users to change the account type when resetting the account connection for their investment accounts, which should not be allowed, as this can cause further issues, like those reported here.

The CMA issue has been brought up to our engineering and product teams, and they are looking into it. That's all the information we have at this time, but hopefully we'll see something to address this! I know you already created an idea post for this feature, but I will post it again here for anyone who would like to vote for and add their feedback for the idea.

https://community.simplifimoney.com/discussion/12671/allow-users-to-classify-an-investment-account-as-a-non-investment-account

-Coach Jon

SRC54

@Coach Jon Thanks. I guess that means that my setting will be left alone I hope. 😄

EL1234

Thanks @Coach Natalie ! I'm excited to try it out.

The first thing I want to mention is that if I set a filter via the 3 dots menu at the top of a column, I want to see it listed in the filters at the top of the transaction list. And vice versa - filters set up there should be listed for the specific column they belong to as well.

Also and maybe this is a small thing, since the Amount column is right aligned, the 3 dots show at the top right of the column header, but it's hard/confusing to find it there since the rest of the columns show the 3 dots menu at to top right. I hope you can fix that!

EL1234

Here's another thing - when I scroll through the transactions, the controls at the top of the list (filter, bulk edit, search) are cut off. I can see a little sliver of them but can't use them. I need to scroll back up in the sidebar (not inside the transactions) to see them.

This screenshot shows what I'm referring to:

EL1234

When adding a filter via the 3 dots menu, can you add a "Done" button? Otherwise I think just clicking out of the filter window works but I keep sorting columns by mistake when I do that. I think a Done button or a Save Filters button would be better.

FinTechMan

+1 for the export issue missing Splits. I just got the update today Dec 23rd 2025 which means I was not in the initial beta release but it has not yet be fixed as you continue to roll out to beta users.

Also split headers have changed (not a huge deal as i can remap my excel spreadsheet to deal with it) but it would be great if the export also honored the column order in the UI.

EL1234

I am wondering if the Flag, Reviewed, Exclusion, and Recurring columns take up more space than they used to. It might just be those last two. Any way you can reduce some of the real estate they take up to make more space for the other fields? (On my smaller monitor, the Amount field is cut off, I managed to make room for it by shrinking Payee.)

I also see a white column after the last field which has no data in it. It's got the gear icon for the whole table on top of it. I wish that space could be donated to the last column (for me it's Amount) since I want to see as much info as I can at a time.

EL1234

I also noticed a bug (I think) - when I filter to only show transactions that are not reviewed, if I click the checkmark to review a transaction, it doesn't disappear from the list until I click onto another transaction.

Coach Natalie

@SRC54, I want to jump in here with a bit more context.

The ability to switch an investment account to a non-investment account type was intentionally removed. To clarify what was previously mentioned regarding a potential “fix,” the intention was not to re-enable changing investment accounts to other account types. Instead, the idea was to allow users to assign a purpose or usage to the account. At this point, we don’t have details on what that would look like, and no additional information has been shared since that discussion.

For now, the only supported way to track an investment account as a non-investment account is by adding it manually.

I hope this helps to clarify!