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 on the Quicken Simplifi Mobile App, please click here.
For other Investment features, click the appropriate link below:
How to Access Holdings
Once you've added your Investment Accounts, Quicken Simplifi will bring all of your holdings together in a simple-to-read view! To access the Investments section, click the Menu icon (three lines) in the upper left corner, and then select Investments.
Here, you'll see a breakdown of your current holdings, with a value for Today's Change and a Market Value, which can be viewed for all accounts, or for individual investment accounts.
You can select any of the holdings displayed to see more details about the holding. You can also change the sort order of the holdings displayed by selecting the filter options to the upper right of the list.
Note: You can also access the holdings for an individual Investment Account by selecting the account from the Accounts section.
How To Add Holdings or Cash to a Manual Investment Account
Are you looking to track your Investments manually in Quicken Simplifi? If so, look no further! This section will cover everything you need to know about adding holdings or cash to a Manual Investment Account in Quicken Simplifi.
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 or Cash to a Manual Investment Account
Click the Menu icon (the three lines in the upper left corner).
Select Investments.
Select the plus (+) sign in the upper right.
Select Add holdings or Add cash, whichever applies.
Select the Account you'd like to add the holding or cash to.
To add holdings to the account, enter the Company name, Share quantity, and the Share price. You can also enter the Total cost to track gains. Click Add when done; To add cash to the account, enter the Total cash and click Confirm when done.
Note: When selecting a valid ticker symbol for the Company name, Simplifi will enter the Price per share amount for you.
Note: You can also add holdings or cash to a Manual Investment Account from the Investments section directly by selecting the plus (+) sign in the upper right of the screen, and then selecting Add holdings or Add cash, whichever applies.
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 "created". Please see here for more details on how Investment data updates in Simplifi.
Edit or Delete a Manually Created Holding or Cash
Click the Menu icon (the three lines in the upper left corner).
Select Investments.
Locate the holding or cash you'd like to edit or delete and click on it.
Click Options in the upper right.
To edit the holdings or cash, select Edit holdings or Edit cash, whichever applies, make the necessary changes, then click Update when done; to delete the holdings or cash, select Delete holdings or Delete cash, whichever applies, click Delete, and then click Delete again to confirm.
News Feed
The Investments News Feed shows you news related to your current holdings. You can customize the news that's shown by selecting an individual Investment Account from the Account breakdown in the upper-left, or you can view it for your entire portfolio by having All Accounts selected. You can also click on an individual holding to view 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?
Investment accounts cannot be converted to other account types, such as checking, savings, or cash, to maintain accurate categorization and reporting. 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 do I do if I changed the account type of my investment account?
What should do I do if I changed the account type of my investment account?
You can update the account type of your investment account by following these steps:
On the top right, click on the three-lined menu icon.
Click Settings.
Click Accounts.
Locate the account and click on the three-dot icon to the right of the account name.
Click Edit Account.
Under Type, select the correct account type.
Click Update.
If you need any assistance with this process or unsure of what investment account type to choose, reach out to our support team for further assistance!
To learn more about tracking Investments on the Quicken Simplifi Web App, please click here!