Merrill investment transactions coming in as "Uncategorized" (edited)
I recently signed up for Simplifi and noticed that the transaction imported from Merril Investments are categorized as "Uncategorized" however the Security/Payee field contains the trasaction category instead of the Payee. Looks like the fields are not being mapped correctly. Please fix it.
Comments
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@QuickUser, thanks for reaching out!
Investment Transactions all downloading as 'Payment/Deposit' and "Uncategorized" is a known issue that's still being worked on (Investment Transactions are still being worked on pretty heavily in general). For now, I'd suggest sharing your experience in our feedback post here and then following along for any updates:
In the meantime, you can edit the Investment Transactions to the proper investing type, which should resolve the "Uncategorized" issue:
Sorry for not having a better answer, but I hope this helps!
-Coach Natalie
-Coach Natalie
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