Manually Update Investment Account Balances
Hi. I have several investment accounts, including two Roth IRAs that do not automatically update to my institution because Simplifi doesn't have a connection with them. I want to be able to add this account manually and update the account balance on an as needed basis.
You can do this to "banking, other banking" accounts but for some reason, not investment accounts.
Please add this simple feature! This will help me track all investments as well as have an accurate Net Worth.
Thanks!
Comments
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@LBC82, thanks for posting your suggestion to the Community!
I went ahead and moved this out of Feature Requests, as you can already track your investments manually in Quicken Simplifi. The way the balance would get updated is by adding Holdings or Cash to the Investments Portfolio in Quicken Simplifi. If you use a valid ticker symbol for Holdings, the values will update automatically. Otherwise, you can use Cash to keep the value updated manually.
We also have a request here for a more automated way to update the balance for manual accounts that I'd suggest checking out:
Let us know if you have any questions!
-Coach Natalie
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