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Ability to track transactions for Manual Investment Accounts (edited)

bankofdad

I was able to manually add an account and it's lump sum balance that is not yet supported. However I'm unable to add any detailed holdings for this account. In fact I had to add it as an other asset to get the lump sum balance to appear in my net worth calculation.

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Investments

Feature Request

Transactions

Status: Completed

Comments

Coach Paco

@bankofdad I will be moving this to our feedback section and making this an idea so we can have members of our community vote on this!

pwebert

To add to this, you should also be able to update the holdings for the account through time. I'm unable to find a way to do this.

Coach Natalie

Hello @pwebert,

An Idea post just popped up requesting the ability to manually update the holdings information for manual Investment accounts, that would be great to have your vote on!

https://community.simplifimoney.com/discussion/1537/ability-to-manually-update-holdings-information-for-manual-investment-accounts-edited/p1?new=1

Thanks!

-Coach Natalie

Coach Natalie

Hello All,

Great news -- Investment Transactions are now available in Simplifi with Early Access! Please see our Announcement here for more details and links to the related Support Articles.

-Coach Natalie

bbertchie

@Coach Natalie - now if I could just get Simplifi to add Accenture 401K to a list of banks I can connect to - my life would be close to perfect.

Coach Natalie

Hello @bbertchie,

Are you referring to Accenture through Alight Solutions? If so, it looks like they've been requested, however, we can't guarantee that a requested bank will be added.

I'm not finding a request for Accenture specifically here in the Community for you to follow, but you may consider adding the financial institution and URL to a request we have for Alight Solutions just to make sure it's covered: https://community.simplifimoney.com/discussion/218/missing-alight-solutions-2-merged-votes#latest

-Coach Natalie

bbertchie

That's the one. It's been out here for a while.