Early Access Users: Introducing Investment Transactions -- Share your feedback here!
We're excited to announce that we will be gradually rolling out a new feature to some of our Early Access users: Investment Transactions and Performance Over Time. While we are super excited and anxious to get this feature out to all of our users, it is still in its early phases, so we're only rolling it out to a small percentage. Additionally, Investment Transactions are currently only available through the web version of Simplifi.
Simplifi presents Investment Transactions in a similar layout as banking transactions. You can even add columns or adjust the register row height as needed. When it comes to the transactions themselves, you can add, edit, and even link transfers across accounts (i.e., checking to investment transactions or investment to investment).
As we navigate through this early phase, there are a few limitations on Investment Transactions. But fear not, as we're already working on enhancements, such as adding the ability to add attachments or even opt to include them in your Spending Plan and Reports.
While you familiarize yourself with Investment Transactions, we'd love to hear any feedback you may have to help us improve. Good or bad, we appreciate hearing from you!