Support for Interactive Brokers and easier exclusion on reports

bonehead00

I spent several hours only to realize Simplifi does not support Interactive Brokers. The investment account shows up as $0 which I found many other people had problems with also on this forum. I did a quick google search which said 2.43 million people use this for trading and thus I think it would be beneficial to have support for a popular platform.

Also, for the spending reports, there needs to be a way to exclude entire categories. My pie chart is just dominated by the category taxes and I wish there was an easier way to remove or add this depending on if I want to see how much I am paying Uncle Sam. Thanks!

UrsulaA

Regarding interactive brokers, I did a quick Google search and found that there is an area to set up third party providers. Try what the article below outlines, it could help.

https://www.ibkrguides.com/clientportal/thirdpartyservices.htm

UrsulaA

Regarding your second point, excluding categories from reports, there is an open feature request in review with over 100 votes. Check it out.

https://community.simplifimoney.com/discussion/133/ability-to-exclude-categories-and-tags-from-reports-and-spending-plan-edited-2-merged-votes

Now that Simplifi allows bulk editing of transactions, including bulk exclusions from reports, you can try filtering the transaction list by category = taxes and then checking the exclude from reports box in the meantime.

More info here https://help.simplifimoney.com/en/articles/3348103-managing-transactions-in-quicken-simplifi#h_d6d3dde47d