How to change brokerage type to checking account transactions on web? (edited)

Question

Transaction has a "type" in mobile app and sometimes the checking account transactions are labeled as brokerage account types, however this field is not visible on Web client which is very confusing and I was not able to fix it via Web. Please add this to Web client, also it seems to be a bug when both checking and brokerage accounts under the same company (eg. Fidelity) checking account charges are miss labeled under brokerage account.

SRC54 · Accepted Answer

If you have a Fidelity Cash Management account, it is organized under Brokerage accounts and you cannot change it.  It also lacks features you need such as splits and linking to recurring transactions.

Check to make sure that Action is visible in the web app.  Go over to the Cog wheel and choose the fields you want to see.  Action is one of those.

We need more options for Cash Management accounts.  You might want to vote here:

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