Ability to create 'Transfers' To/From IRA and Investment Accounts [edited] (3 Merged Votes)
Whom ever developed this budget program should have allowed people to customize items or override some of the strange rules. Maybe install a warning "pop-up" but have the flexible in a budget.
- Example #1; I have an IRA which is listed under Retirements that is under Investments in the Accounts section of Transactions or Dashboard. If decide to transfer a small amount from my IRA to Checking or Savings...I CANNOT TRANSFER! Why is this being restricted? I don't think Simplifi is regulated by the National Bank Act or Federal Reserve.
- Example #2; I sell some stocks and want to move a portion or all the funds to our Checking or Savings? I CANNOT TRANSFER! People in the real world do these type of transactions & transfers thousands of times a day. Why did Simplifi decided to design the program that restricts you?
This discussion has been closed.