Investments > Cash Holdings - Negative amount changes?

Flopbot
Flopbot Superuser, Beta Tester ✭✭✭✭✭
edited December 2023 in Investments

One of my manual Simple IRA accounts is set up as a Cash holding; not sure if that’s right - I don’t know much about investing. The statement came and is showing a negative $0.99 cent change. The Mobile App doesn’t have a way to enter negative numbers. When you enter Negative numbers on the Web App, it throws up a “Please use positive number” error.

How do I enter this in Simplifi?

Chris
Spreadsheet user since forever.
Quicken Desktop user since 2014.
Quicken Simplifi user since 2021.

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Best Answer

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Answer ✓

    @Flopbot, can't you just edit the Cash Holding and adjust the value (steps here)?

    Screenshot 2023-11-06 at 2.53.02 PM.png

    Or am I misunderstanding your setup? Please let us know, thanks!

    -Coach Natalie

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