Are there plans to add investment related categories?

FutureEye

I see investment related categories are completely missing. For example dividend, hsa payroll, etc. I can create them manually and create rules to categorize them. I was curious if any development around this?

Coach Natalie

@Hari Palat, thanks for the inquiry!

Not that I'm aware of, and it looks like you already created an Idea post requesting this ability (that was my understanding of your request, at least). As soon as any news becomes available, we'll be sure to update the Idea post accordingly. In the meantime, feel free to comment on/add your feedback to the existing thread. 🙂

https://community.simplifimoney.com/discussion/5724/ability-to-manage-investment-categories-under-settings-edited

-Coach Natalie

FutureEye

sorry I keep forgetting as I am learning