How do I set up my Optum Financial HSA as a manual account (since Optum is not supported)
Optum has two buckets of money, 1. the bucket used for health-related expenses and, 2. the bucket that is invested. I'm not sure how to set this up in Simplifi. ??
Hailing from 🌵Palm Springs, California🌴
Answers
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Hello @dc2psguy,
Thanks for reaching out! You can track accounts manually by adding manual transactions, which will keep your records up-to-date. Here are the steps to do so: Managing Transactions in Quicken Simplifi | Quicken Simplifi Help Center
As for what account type to set it up under, I have seen users set it up as both a Savings account and an Investment account type.
If the account is an investment account, the manual tracking steps are a little different. You can add/edit your Holdings to keep accurate records using the information available here: Tracking Investments in Quicken Simplifi | Quicken Simplifi Help Center and Tracking Investments in Quicken Simplifi | Quicken Simplifi Help Center
I hope this helps!
-Coach Jon
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