Ability to track transactions for Manual Investment Accounts (edited)

bankofdad Member
edited September 2022 in Feature Requests

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.

3 votes

Completed · Last Updated

Investment Transactions are now available in Simplifi with Early Access, and will soon be available for all users!


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