Investment Transactions

Discussion List

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  Simplifi | Investment | Transaction Category & Reports

  Thor 67 views 9 comments 0 points Most recent by SRC54 March 29Investments
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  Add the Reviewed Checkmark to Investment Transactions (edited)

  Active SeattleGuy 53 views 5 comments 8 points Most recent by HDmoney March 10Feature Requests
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  Help with editing Investment Transaction transfers (edited)

  N4KHQ 45 views 7 comments 0 points Most recent by SRC54 March 7Using Transfers
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  Fidelity investment transactions in a checking type account show incorrectly (edited)

  Closed bob303727 96 views 10 comments 0 points Most recent by SRC54 February 14Troubleshooting
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  How to manually add monthly investment balances?

  Answered ✓ Closed DSJ 40 views 5 comments 0 points Most recent by SRC54 February 6Investments
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  Allow Pending Investment Transactions to Impact Connected Investment Account Balances (edited)

  Active SRC54 27 views 3 comments 2 points Most recent by Coach Natalie February 4Feature Requests
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  Unable to [export] Investment account transactions

  Closed wck_austin 6 views 1 comment 0 points Most recent by Coach Jon January 26Troubleshooting
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  Why is investment income excluded from reports? (edited)

  Answered ✓ Closed tmucsu 62 views 2 comments 0 points Most recent by tmucsu January 26Investments
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  Transactions "Exclude from Reports" Stuck on or off

  Closed dollardave 65 views 9 comments 0 points Most recent by dollardave January 22General Troubleshooting
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  On a manual 401k, what is the transaction type I must use when I'm withdrawing funds?

  Answered ✓ Closed nrp06 36 views 3 comments 0 points Most recent by nrp06 January 18Managing Your Transactions
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  Ability to Import/Export Investment Transactions (edited)

  In Review Jack74 1.7K views 40 comments 54 points Most recent by rmarcus88 December 2025Feature Requests
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  Investment Transaction Will Not Update Manually on Mobile (edited)

  Closed Forteleza 175 views 10 comments 0 points Most recent by Forteleza December 2025Report a Bug
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  Missing Fidelity HSA Transactions

  Closed Mortimer Duke 131 views 8 comments 0 points Most recent by SRC54 December 2025Adding and Updating Accounts
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  Crypto investment transactions are not valid (edited)

  Closed hughcumber 14 views 1 comment 0 points Most recent by Coach Jon December 2025Troubleshooting
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  What categories would we use for investment transactions, dividends, outflows, fees?

  Closed GJN 32 views 1 comment 0 points Most recent by SRC54 December 2025Investments
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  Creating Manual Investment Account - Balance showing zero, no shares

  Closed grahamtj01 90 views 4 comments 0 points Most recent by grahamtj01 December 2025Adding and Updating Accounts
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  Investment Transaction Duplications (edited)

  Closed neon45 1.3K views 117 comments 0 points Most recent by neon45 December 2025Investments
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  HealthEquity Saga side effects - manually updating transactions doesn't update value [Edited]

  Closed nrp06 32 views 3 comments 0 points Most recent by Coach Jon November 2025Investments
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  Editing Transaction in Investment account

  Closed Mark54 26 views 1 comment 0 points Most recent by Coach Jon November 2025Managing Your Transactions
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  Time Weighted Return + Cash Flow Transactions

  kgpreet 291 views 32 comments 1 point Most recent by Coach Natalie November 2025Report a Bug
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  How to add interest and dividends as income?

  Answered ✓ Closed TK_25 95 views 2 comments 0 points Most recent by SRC54 October 2025General Troubleshooting
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  Ability to Split Investment Transactions (edited)

  Active Jack74 143 views 5 comments 11 points Most recent by SRC54 October 2025Feature Requests
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  How do I Report on Interest Earned in a Fidelity Brokerage Account

  Closed RiversideKid 475 views 32 comments 0 points Most recent by SRC54 September 2025Using Reports
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  Fidelity investment dividend transactions (most of them) still don't get assigned custom categories

  Closed usrA12 150 views 11 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Investment transactions don't appear in Transaction Activity for Net Worth

  Closed DryHeat 35 views 3 comments 0 points Most recent by SRC54 September 2025Investments
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  Investment Detail - Payment/Deposit Process

  Answered ✓ Closed Mark H. 39 views 3 comments 0 points Most recent by SRC54 August 2025Investments
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  "Type/Action" field is missing when viewing Investment transactions in Reports on Mobile (edited)

  Closed simplira 123 views 11 comments 0 points Most recent by Coach Jon August 2025Investments
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  Amount sign reversal on transactions With Interactive Brokers

  Closed RockLee 163 views 19 comments 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
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  Investment Transactions should not categorize "Fees" as an expense (edited)

  Active wombatstew 52 views 5 comments 0 points Most recent by SRC54 August 2025Feature Requests