Adding a new account type

strngr12 · April 11

Is there a way to add a new account type? By that I mean, I mean I put some money into some different crypto accounts and they do not share data with Simplifi. They are not 401ks, IRAs or any other of the types of accounts you can add manually so right now I have to put them all under "other." Can I add a new type?

UrsulaA · April 11

There is not a way to add a custom account type currently, but there is an open idea post requesting the feature. Check it out.

https://community.simplifimoney.com/discussion/8056/ability-to-create-custom-account-types-edited

Adding a new account type

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