Add the Reviewed Checkmark to Investment Transactions (edited)

SeattleGuy
SeattleGuy Member ✭✭
edited August 1 in Feature Requests

I set up an account of type Investments for a Fidelity HSA (Health Savings Account). Investments accounts in Simplifi look quite different than Banking accounts. Transactions have four tabs. The Performance, Balances and Portfolio tabs aren't that useful to me - my goal is to track the doctor bills that I'm paying with my HSA debit card. The Transactions tab has the useful information (debit card charges). Unfortunately, there's no Reviewed checkbox for each row of data in the Transactions tab. So I can't tell which rows I've already reviewed and edited as needed (corrected the Category). Why don't Investments Transactions get a Reviewed checkbox like the one that appears in Banking account transactions?

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  • Coach Jon
    Coach Jon Moderator admin

    Hello @SeattleGuy,

    Thanks for reaching out! We went ahead and turned this post into an idea post, as we believe it is a great topic for a feature request. Having the ability to mark a transaction as Reviewed for investment accounts is a great idea! This way other users may also vote for the idea!

    Thanks,

    Coach Jon

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