Classification of linked accounts - increased flexibility

FI-RE_Texas · May 24

We have externally linked accounts at a brokerage firm. They are indeed brokerage account types at these external firms, and they are invested with a lower risk profile, as they are regarded as emergency accounts, though with some hedging as they are invested.

My feature request is to be able to classify these as "Emergency Cash" accounts and the second one as a "Trust Account" (a checking account).

Our capital stack is structured and tiered. Currently, within Simplifi, these can only be classified as brokerage, and in turn, make our summary cash position displayed as lower than it actually is.

Coach Kristina · May 24

Hello @FI-RE_Texas,

Thank you for coming to the Community to share your feedback! There is another Idea post that is similar to this, but more broad in scope. I recommend taking a look and adding your vote & a comment if it's something you'd like to see implemented in the future!

https://community.simplifimoney.com/discussion/453/let-me-categorize-and-organize-my-accounts-list-however-i-like-edited-10-merged-votes

Thank you!

Classification of linked accounts - increased flexibility

Active · Last Updated May 24

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