Editing Transaction in Investment account

Mark54
Mark54 Member
edited November 18 in Managing Your Transactions

I am trying to edit a transaction in Simplifi. The transaction was mis-categorized. The transaction is for a fee, and is in an Investment Account. It is demanding that I enter a Security (ex. Stock Symbol). There is NO related Stock Symbol. The transaction was for a FEE.

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  • Coach Jon
    Coach Jon Moderator admin

    Hello @Mark54,

    Thanks for reaching out! If you would like to edit a transaction in an investment account to a transaction without a Security, you can change the Action field for the transaction to Payment/Deposit. This will allow you to set the category to what you need it to be.

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    -Coach Jon

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