Add update balance to manual investment accounts

rmconine

In cases where you only know updated account balance from another banking app, you must subtract the previous balance (in simplifi) from the new balance (in your other banking institution app) and then enter the difference as a transaction. This step could be eliminated by adding a "update balance" function.

Coach Natalie

Hello @rmconine,

Thank you for sharing your feedback with the Community!

I'd suggest adding your vote and feedback to an existing Idea post requesting the ability to manually update the balance of manual accounts.

https://community.simplifimoney.com/discussion/1527/allow-a-manual-update-of-the-balance-on-manual-accounts-edited

I hope this helps!

-Coach Natalie