Investment Classification & Categorization?

5impl5abi Member
edited August 2021 in Investments
Hi all, Simplifi imported my HealthEquity investment transactions, however they remain "uncategorized". When I went in to assign an Investments > Buy category, I was surprised to see it wasn't there.

I'm assuming they'll fall under a transfer from a cash balance (I know that feature is being worked on for Simplifi).

What I'm curious about is how others classify (income/expense) and categorize (Investments > Buy, Deposit, Dividend & Capital Gains, Sell, Withdrawal)?

Please share your protips!

Best Answer

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Answer ✓
    Hello @5impl5abi,

    Thanks for posting to the Community!

    Hopefully some Users come along with great advice and feedback for you, but yes, I would definitely suggest staying tuned for those investment upgrades that we'll be implementing! :smiley:

    -Coach Natalie
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