Wex HSA only comes up as Investmemnts, not savings

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tedforthewin
tedforthewin Member
edited May 2023 in Adding and Updating Accounts

Is there a way to add it as a savings account? Can that be added?

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  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    edited April 2023 Answer ✓
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    Hello @tedforthewin,

    Thanks for posting your inquiry to the Community!

    Unfortunately, investment account types are unable to be changed to banking account types (such as a checking account) in Simplifi. Since the banks provide the account type when you connect to them from within Simplifi, you may consider contacting the bank directly to see if anything can be done from their end.

    We do also have an Idea post requesting the ability to categorize and organize accounts however a user would like that I'd definitely suggest adding your vote and feedback to.

    https://community.simplifimoney.com/discussion/453/let-me-categorize-and-organize-my-accounts-however-i-like-edited-10-merged-votes

    You may also consider tracking the account manually in Simplifi, as this would allow you to use whichever account type you'd prefer. For more details on adding a manual account, please see our Support Article here. And for more details on manually entering transactions into an account, please see our Support Article here.

    Sorry for not having better news for you!

    -Coach Natalie

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