Add a separate Retirement bucket to the Account Types (edited)

Money Manager

Getting too cute with the specific type of retirement account (some kinds are still not even included). Why not just have a 'retirement' bucket someone can select instead of listing 10 different kinds that are shown together anyway?

DannyB

I like this Idea! Simplifi!!!

I can identify the type of retirement account (IRA, ROTH IRA, 4019(k), 457B, etc) in the name of the account easily enough. This will save having to search out all the various retirement types and save some frustration for those who, if there is a list at all it needs to be an exhaustive list.

UrsulaA

I upvoted and agree. Let's keep it simple, Simplifi.

SRC54

I upvoted it too. Unless there is going to be some added features within Simplifi that depends on a specific name. For my wife's State Retirement, I found it simpler just to use an asset account. She got annual interest. There were investments but none were individual or possible to follow.