Show investment transactions in app
Investment transactions are only supported on the website. This is an essential feature to properly account for all income since part of it gets directly deposited into investment accounts, such as an HSA or 401(k). Can you support seeing the investment transactions in the app?
Thanks!
Comments
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The mobile app shows investment transactions in the investment sections after selecting one account.
See more here
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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To see all investment transactions on the mobile app, I'd need to select each individual investment account, which is not convenient.
The feature request proposes to have the same functionality as in the web version.
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Hello @votr,
Since you are requesting functionality that doesn't currently exist in the mobile app and there isn't an existing Idea asking for this functionality, I recommend creating an Idea post. Ideas that get enough votes may be implemented in the future. For instructions on creating an Idea post, please click this link.
Thank you!
-Coach Kristina
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Done, thanks:
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