Brokerage Accounts transactions should not automatically be ignored by Reports or Spending Plan
I posted this in February and never got a comment or response. I think it is a bug.
After re-doing all my Spending Plans going back to Nov 2021, I noticed that my brokerage income no longer shows up in them. This is because I had a manual Fidelity Cash account I used to report them. Once I switched to having them in the Fidelity Brokerage account with the beta downloads, I see that by default and without allowing us to change them, Simplifi excludes all those dividends from Spending Plan / Reports. This is correct for Retirement Accounts/IRAs as all of these monies are on hold until you withdraw them, but it isn't really correct for Brokerage Accounts, which are normal income and taxable. In my case, I actually spend that money, so I need it reported in the Spending Plan.
When will Simplifi allow us control over whether to include/exclude investment transactions as it does with all other transactions?
For now, my work around was to add all those dividends back to a Fidelity Cash Account. They are in the Spending Plan twice now, once in the Brokerage Account (ignored) and in the Fidelity Cash Account (included).
Quicken Simplifi Since 2021
MS Money/Quicken Since 1991