Progress on Investment Features
There have been little enhancements and features added to the investment capability of Simplifi. Is this a priority for Simplifi. Basic capabilities such as flexible asset categorization is needed. If not I need to look elsewhere and focus my efforts on a new platform like [removed].
Comments
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As a Simplifi user, I have seen the following feature requests open. The feature request called investment portfolio allocations sounds like a match to your request. Vote for it below.
The feedback thread for investment transactions is open as well.
I used Monarch before using Simplifi back two months ago. Investment transactions did not exist there, and I could not re-categorize investments. I had an ETF that came in as a mutual fund in Monarch and a ticker for a stock that was pre-symbol change. The symbol change happened in 2021. At least Simplifi has accurate symbols and a good display of investment transactions.
I agree, the investment section is a work in progress.
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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