Overview
Keeping track of your investments can feel complicated, but understanding them is key to your financial future. Quicken Simplifi helps you manage your investment and retirement accounts in a clear, organized way. You can connect your investment accounts so your financial institution updates the details automatically, or you can manually track individual stocks and holdings.
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 Holdings section, follow these steps:
Tap the Menu (three-line icon).
Select Investments.
Here, you'll see a breakdown of your current holdings, including Today's Change and Market Value, which can be viewed for all accounts or 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.
Alternatively, you can access the holdings of an individual investment account by selecting Menu > Accounts, then opening the investment account.
How To Add Holdings or Cash
You can add and edit holdings only in manual investment accounts; connected investment accounts do not allow this ability, as the information is downloaded directly from the financial institution.
Tap the Menu (three-line icon).
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, enter the Company name, Share quantity, Share price, and the Total cost.
To add cash, enter the total cash amount.
Tap Add or Confirm when finished.
Note: When you enter a valid ticker symbol for the company name, Simplifi will enter the price per share amount for you.
Edit a Manually Created Holding or Cash
Tap the Menu (three-line icon).
Select Investments.
Locate the holding or cash you'd like to edit, then tap it.
Tap Options in the upper right.
Select Edit holdings or Edit cash.
Make the necessary changes, then tap Update when done.
Delete a Manually Created Holding or Cash
Tap the Menu (three-line icon).
Select Investments.
Locate the holding or cash you'd like to delete, then tap it.
Tap Options in the upper right.
Select Delete holdings or Delete cash.
Tap 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 drop-down filter in the upper left.
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 Investment 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.
Are the investment cash transactions included in the Spending Plan?
Are the investment cash transactions included in the Spending Plan?
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.
How do I change the account type of my investment account?
How do I change the account type of my investment account?
You can update the account type of your investment account by following these steps:
You can update the account type of your investment account by following these steps:
Tap the Menu (three-line icon).
Tap Settings.
Tap Accounts.
Locate the account and click on the three-dot menu to the right of the account name.
Select Edit Account.
Under Type, select the correct account type.
Tap Update.
If you're looking for steps specific to the web app, please see our article, "How to Edit Your Bank Account Names and Types on the Mobile App.”
If you have any questions or need help tracking your investment accounts in Quicken Simplifi, reach out to our support team. Or start a live chat by clicking on the blue messenger icon in the bottom-right corner of the screen.