HSA as Investment Account Type

npalumbo58 · May 26

Simplifi should make an HSA available as an investment account type, and allow scheduled withdrawals from its cash balance, like the "cash flow" feature in a checking/savings account

Coach Natalie · May 26

@npalumbo58, thanks for posting your suggestion to the Community!

We have an existing request for an HSA account type that I'd definitely recommend adding your vote and feedback to, and then following for updates:

https://community.simplifimoney.com/discussion/3604/add-an-hsa-investment-account-type-edited

And if you're looking for the general ability to track investment accounts as non-investment accounts in Quicken Simplifi, we have this request:

https://community.simplifimoney.com/discussion/12671/allow-users-to-classify-an-investment-account-as-a-non-investment-account

Our FAQ here goes over the Ideas process in more detail:

https://community.simplifimoney.com/discussion/998/creating-and-voting-for-ideas-in-the-community

I hope this helps!

HSA as Investment Account Type

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