Ability to mark Investment Transactions as Recurring (edited)

orange_rijder

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.

DannyB

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.