Allow Investment Transactions to Impact Manual Investment Account Balances/Portfolio Value (edited)
Very simply, it would be nice if in my manual transaction accounts if the transactions that I record actually changed the holdings in the account. As it is, if I have a manual investment account that I do anything with, Simplifi makes me change the holdings of the account as if they were always that value. It doesn't make sense how it's set up currently.
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When you enter a buy / sell transaction in "Transaction tab", it will not flow in "Portfolio Tab". You need to enter the same value in "Portfolio Tab" for it to actually show up in your portfolio. More importantly, you cannot edit the price when you enter the transaction in "Portfolio Tab". If I bought some security on 8/1 and I try to enter it on 8/23 in the "Portfolio tab", it will pickup the price on 8/23. It should have an option to edit the price. So, either we have "Transaction Tab" entries flowing to "Portfolio Tab" automatically (since here we can edit the date and price"), or allow to enter the price manually in "Portfolio Tab"
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Hello @BhupeshGajria,
Thank you for coming to the Community to share your feedback! Since there is already an existing Idea post asking for this functionality, I merged your request with the existing request.
Thank you!
-Coach Kristina
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I assumed that was how it worked, otherwise adding the transactions is completely useless, but the help bot told me it's not how it works and that I could submit the feedback here, so here I am.
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When I add transactions in a manual investment account, they do not update holdings. It would be better if these two items be better integrated, so if I purchase or sell shares, my holdings would be upgraded accordingly.
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Hello @CharlieVA,
Thanks for reaching out! Since there is already an existing Idea post requesting what you are asking for, I merged your request with this existing request.
-Coach Jon
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Is this feature on the roadmap to be implemented at some point?
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I attempted to add transactions from my dub account today. I was suprised that it didn't update holdings. I don't understand the point of this. I have to enter them twice?
Microsoft Money user in the 90's to Quicken in the 2000's to Simplifi in 2023
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