Need the ability to deduct, not just add, to an investment account.

JoanneA

There's an add button but it doesn't accept negative numbers and I want to be able to rack the total over time.  Investments added by hand do go down unfortunately not just up.  

Coach Natalie

Hello @JoanneA,

Thanks for posting to the Community!

To clarify, are you referring to the ability to remove shares from a manual investment account, or to adjust the value of your current holdings? If the latter, as long as a valid ticker symbol is entered for the manual holding, it should automatically update with the current market stats. More details on how investment data gets updated can be found here. 

We have some requests here in the Community regarding manual investments, as well as a request to add Investment Transactions that is currently being worked on, that you may consider checking out to see if they cover what you're looking for, and add your vote/feedback if so. 

https://community.simplifimoney.com/discussion/1456/add-the-ability-to-edit-holding-price-and-date-for-manual-holdings#latest

https://community.simplifimoney.com/discussion/306/missing-feature-ability-to-track-transactions-for-investment-accounts-added-manually#latest

https://community.simplifimoney.com/discussion/1019/show-investment-transactions#latest

Please let us know so we can best assist!

-Coach Natalie