Ability to import net worth data for investment accounts

UrsulaA Superuser ✭✭✭✭
edited February 29 in Feature Requests

This request is related to the ability to import investment transactions. Currently, the net worth history import feature only works for non-investment accounts.

Currently, I used a workaround to import net worth history for my investment accounts.

Step 1: I created two accounts to import history only: IRA Hist and Designated Ben Hist. Both are manual accounts saved as Other Asset Type. The names are abbreviations of my live investment accounts.

Step 2: I filtered the net worth report by an account with incomplete history and completed the import. It worked and all my net worth history since 2014 is in Simplifi now.

Can we import net worth history for investment accounts without a workaround?

Simplifi User Since Nov 2023

Minter 2014-2023

Questionable Excel before 2014 to present

4 votes

Already Offered · Last Updated

The ability to import net worth data into Investment Accounts is available in Quicken Simplifi!


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