Do manual investment accounts require ongoing holding updates? (Edited)

lynchbro

I have all my historical investment transactions updated and added the holdings as well.

Since it is a manual account, I know that I need to add transactions, but do I need to continually update the investment holding itself as well?

I am using Simplifi.

Coach Aldair

Hi @lynchbro,

Yes. Since this is a manual investment account, you’ll need to keep both the investment transactions and holdings up to date.

Transactions maintain your historical activity, while the holdings need to be updated to reflect your current shares and values. If you’re not seeing the expected value in Quicken Simplifi after updating these, let me know and I can help troubleshoot further.

Thanks!