Can I Export Investment Transactions? (edited)
Hello! I am using Simplifi BP currently and noticed that I cannot download investment transactions. The Down Arrow in The investment activity is grey. Is this not a feature?
Best Answer
-
@Sauerbrunndaa, thanks for posting your inquiry to the Community!
According to our support article here:
The ability to Export Investment Transactions is currently not available. However, we plan to add this ability!
We do also have an existing request for this ability that you can vote for and follow for updates!
For more details on Idea posts here in the Community, please see our FAQ here:
Sorry for not having better news, but I hope this helps!
-Coach Natalie
1
Answers
-
I have no idea if this is possible or not. But why do you want to download your investment transactions from Quick Simplifi BP? If I wanted a fresh download of my investment transactions, I'd go to my investment bank/institution/brokers website, log in, and download directly from there. Not sure using a secondhand source (QSPB) is the best source for that data.
Danny
Simplifi user since 01/22
”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer0 -
Hey Danny! I am a long time Quicken Classic Windows user and I have years of cost basis and transactions from kids 529s, to 401ks etc.. Many of my 401Ks have changed servicers from Prudential to Empower to Principal etc. That information is not always available historically and sometimes limited to 7 year rule. I have QC down to the penny and have been wanting to migrate completely to Simplified BP. Having that feature is important to me. Hope that makes sense.
0
