Ability to Import/Export Investment Transactions (edited)

UrsulaA

My experience is like @RockLee . My broker displays 4 rolling years of transactions on its website. Any transactions older than 4 years are no longer visible on the broker's website.

As a workaround for Simplifi not having an export feature for investment transactions, I am downloading transactions from my broker each year for my records. Of course, I use broker records for taxes.

I can import investment transactions in Simplifi in a workaround way by going through the all transaction list. However, the import has to be modifed for some transactions as the import will use payment/deposit as the action for all transactions. I imported my investment transactions to Simplifi since 2018 (complete history from my broker).

We need a complete import/export capability for investment transactions like the existing capability for non-investment transactions.

DannyB

Hey all, I don't have a pony in this race, so I'll bow out. I do support adding features that make QS a more complete package for all user.

RockLee

@DannyB If you look at the votes, by far most users are focused on non investment functionality. I can't blame Simplifi for putting dev resources in those areas. However, I think compared to other offerings (given the price), Simplifi's investment functionality is a growing glaring weakness.