HSA Classification

cw12

I would really like to be able to classify my HSA as an investment, rather than banking. Many people use HSA as a long term investment, and having its balance added to my banking balances is a bit misleading

MrGood

Sounds like the way your HSA reflects in Simplifi may be different than mine. My HSA custodian, Bank of America, shows up as two distinct accounts - one account for the cash component and another for the investment.

Therefore, since account types are account-specific, I am able to classify the "cash" component/account as a savings account and the "investment" component/account as a retirement account.

Coach Natalie

Hello @cw12,

Thanks for sharing your feedback with the Community!

We have an existing Idea post requesting the ability to classify and organize accounts in the Accounts List however a user prefers that I'd definitely suggest adding your feedback to.

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

I also merged your Idea post requesting that the different types of "Credit" accounts be separated in the Accounts List, as this is all along the same lines as what's already been requested.

I hope this helps!

-Coach Natalie