Overview
Understanding your finances is an important part of building a healthy financial future, and your Investment and Retirement Accounts can play an important role. From connecting your investment accounts so your financial institution sends in the information automatically, to manually tracking your stocks and holdings, Quicken Simplifi's got you covered!
Note: For more details on adding accounts in Quicken Simplifi, click here.
For other features listed in the Investments section, click the appropriate link below:
Access Investments Portfolio
This page defaults to include all investment accounts and displays your Total Market Value, Today's Change, and Total Gain in the banner across the top. It also lists your Holdings and their current values
Hover over the left panel and click Investments.
Use this section to see your:
Holdins.
Balances.
Performance.
Transactions.
To Change the View to a Specific Account
Click the All Accounts dropdown in the upper left.
Uncheck any of the investment accounts you wish to remove.
Click Apply.
View Holding Details
For more detailed information on a particular holding, you can simply locate the holding you'd like to view and click on it! Here, you'll see more details for the holding as well as Market Stats and a Breakdown by Account:
Note: You can also access the Investments Portfolio for a specific investment account by selecting the account from the Accounts List.
How To Add Holdings or Cash to a Manual Investment Account
You can also manually track your investments in Quicken Simplifi by adding both holdings and cash to a manual investment account, so your portfolio remains accurate and up to date.
Note: You can only add and edit holdings in manual investment accounts; connected investment accounts do not allow this ability, as the information is downloaded directly from the financial institution.
Add Holdings to a Manual Investment Account
Hover over the left panel and click Investments.
Click the blue + Holding button.
Select the account you'd like to add the holding to.
Make sure the Stocks or options tab is selected.
Enter the Company name, the Shares quantity, and the Price per share. You can also enter the Total cost to track gains.
Note: If you select a valid Ticker Symbol from the drop-down menu when entering the Company name, the Price per share will automatically be entered at the latest quote price.Click Add when done.
Note: The 1 Day $ and % values for manual Holdings in manual investment accounts will download as long as a valid ticker symbol is used and the 'Company Name' wasn't manually added. Please see here for more details on how Investment data updates in Quicken Simplifi.
Add Cash to a Manual Investment Account
Hover over the left panel and click Investments.
Click the blue + Holding button.
Select the account you'd like to add the cash to.
Select the Cash tab.
Enter the Total cash amount and click Add when done.
Edit or Delete Manually Created Holdings or Cash
Hover over the left panel and click Investments.
Locate the holding or cash you'd like to edit or delete, hover over it, and then click the three-dot menu on its far right.
To edit the holding or cash, click Edit holding or Edit cash, make the necessary changes, and click Update when done
To delete the holding or cash, select Delete holding or Delete cash, and then click Delete Holding or Delete Cash to confirm.
News Feed
The Investments News Feed shows you news related to your current holdings.
To customize the news
Use the Account dropdown in the upper-left to select an individual account.
Select All Accounts to see news related to your entire portfolio.
Select an individual holding to see news related to that particular item.
See something of interest in the News Feed? Just click on it to get the full details straight from the source!
Frequently Asked Questions
Learn the answers to frequently asked questions for this topic!
How do my investment balances update?
How do my investment balances update?
As long as a valid ticker symbol is used for your investment holdings, they should update automatically according to the current market stats.
You may also see a difference in the value displayed for an Investment Account versus your Investments Portfolio if the account is connected to the bank. Learn more here!
How do I categorize a Transfer from a Checking to an Investment Account?
How do I categorize a Transfer from a Checking to an Investment Account?
With the Investment Transactions feature, you can easily perform Transfers to and from your investment accounts just like any other Linked Transfer. Find out more here!
Can I change my investment account into a checking or savings account?
Can I change my investment account into a checking or savings account?
To maintain accurate categorization and reporting, investment accounts cannot be converted to other account types, such as checking, savings, or cash. Attempting to do so may cause errors during account setup and financial tracking.
If a different account type is needed, create a new manual account instead of modifying an existing investment account.
Why are cash accounts that behave like brokerage accounts treated as investments in Quicken Simplifi?
Why are cash accounts that behave like brokerage accounts treated as investments in Quicken Simplifi?
Quicken Simplifi categorizes cash accounts with brokerage-like features as investments to apply investment-specific tools like performance tracking.
This includes accounts actively managed for returns, such as money market accounts, high-yield savings, or short-term CDs, treating the cash as a liquid holding for potential investments.
As investments, transactions from these accounts are excluded from Spending Plans and traditional tracking categories. This is intentional. For transaction tracking, consider creating a separate manual checking or cash account.
I think my cash account’s transactions should be included in Spending Plans. Is this a bug?
I think my cash account’s transactions should be included in Spending Plans. Is this a bug?
No, this is not a bug. Quicken Simplifi treats cash accounts with brokerage-like behaviors as investment accounts, excluding their transactions from Spending Plans and certain tracking features by design, as they are intended for investments, not daily spending.
To include transactions from these accounts in your Spending Plan, create a separate cash or checking account in Quicken Simplifi specifically for tracking spending and savings.
What should I do if I change the account type of my investment account?
What should I do if I change the account type of my investment account?
You can update the account type of your investment account by following these steps:
Click the ⚙️Settings icon in the upper-right corner.
Select Accounts.
Locate the account and click the three-dot menu on its far right.
Click Edit Account.
Use the Type dropdown menu and select the correct account type.
Click Update.
If you're looking for steps for the mobile app, see Tracking Investments in Quicken Simplifi Mobile App.
If you have questions or need help tracking investments in Quicken Simplifi, feel free to reach out to our support team!