Ability to mark Investment Transactions as Recurring (edited)

orange_rijder Member
edited July 2023 in Feature Requests

I use my individual brokerage account in lieu of a separate checking account. I have my employer direct deposit my paycheck directly into it as if it were a checking account. Then I have some bills get paid automatically from it, like my car insurance. However, when I select the transaction, I can't mark it as a recurring bill, apparently because simplifi doesn't think that's possible in an investment account. It would be nice if that was an option.

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  • DannyB
    DannyB Superuser ✭✭✭✭✭

    I wonder if you can set it up as a recurring transfer? Not sure how that would work with something like an insurance premium payment.

    Or, could you change the type of account from investment to checking? Again, not sure that would be possible but so.ething to check.

    Simplifi user since 01/22
    Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer