Allow users to classify an Investment Account as a non-investment account
Comments
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Today I threw in the towel and moved my Fidelity Cash Management account back into Investments. I had to make some changes in both Classic and Simplifi, but I can live with them.
Frankly, I blame Fidelity for a lot of this but at least in Classic you can split transactions and have check numbers. If I were younger, I would dump Fidelity.
Simplifi needs to update investments to use the same (though modified) Register with Brokerage accounts. This means split transactions as well as recurring Transactions. We also need check numbers. We also need to be able also to make payment/deposit the default type in these accounts.
None of this is new; we've asked for it before. But it is worth emphasizing. Please vote this up.
Steve
Quicken Simplifi (Safari & iOS) Since 2021
Quicken Classic (MacOS) Since 2009
MS Money (1991-2009) and Dollars & Sense (1987-1991)0 -
I did the opposite, I reclassified my account from Brokerage to Checking/Savings. I've gone back and forth and each time there are pros and cons each way. This is where all debits and credits are just debits and credits rather than investment and banking. I have not found a good way to manage these accounts with Simplifi. At present, the Fidelity Payee falls in the Category field, the Payee Field is always blank or filled in with something that Fidelity does not even have. I have no way of modifying the categories on many transactions. Many transactions are hidden from reports automatically making the reports totally inaccurate. I called Simplifi customer support and the rep took details, screenshots and video but the case was closed the same day. If they are going to fix it, I have no way of knowing. Many transactions are automatically hidden from reports, making the reports inaccurate.
If the reports are automatically wrong, why would I categorize transactions in the first place?
Lots 1-2-3 (1984-1988)
MYM (Managing Your Money by Andrew Tobias) for DOS (1988-1994)
Quicken for Windows user since (1994-2024) (Still wanting to IMPORT!)
Simplifi by Quicken since (2023-Today)0
