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Projected Cash Flow needs to allow you to identify a Brokerage Account

tstirsman

I use Fidelity Cash Management feature to pay my bills from my Brokerage account. This is where my cash flow is managed. Simplify doesn’t let you select a Brokerage account to manage cash flow. This needs to be addressed. As a retiree, I use this feature to determine when I need to add funds from my retirement savings to pay bills.

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Coach Jon

Hello @tstirsman,

Thanks for reaching out and providing your feedback. We already have an idea post requesting this ability in Quicken Simplifi. You can vote for it and follow it for updates here:

https://community.simplifimoney.com/discussion/14588/add-projected-cash-flow-for-investment-accounts-edited

I hope this helps!

RobI

I set up my Fidelity Brokerage as a Cash Management account type in Simplfi so it gets all the features of a regular bank account such as cash balance.

It was a while ago so I can't recall if I may have set it up as manual account under Bank and Cash Management and afterwards linked it to Fidelity. Someone else on this forum could probably confirm the steps needed.