Is there a workaround for the lack of transactions in investment accounts?
I'm new to Simplifi, and while there a lot that I already love, I discovered this evening that it's not possible to view transactions in investment accounts. I'm sure many people do what I do, using an investment account as the place to pay credit cards, write the occasional check, use Venmo or PayPal, and so on. So I just wonder how people are getting around this limitation. Do people somehow classify their investment accounts as checking accounts or some such? It looks like folks from Simplifi have been saying "the feature is coming" for two years now. But until then, I would love to know if there is a workaround. A ton of my everyday transactions are in a brokerage account. (Personally, I don't need to track investment purchases/sales/dividends, just the transactions that resemble those in a checking account, e.g. the monthly transfers to pay off a credit card.) Thank you for any ideas!
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