Overview
Keeping track of your investments can help you better understand your financial picture. Quicken Simplifi lets you manage your investment and retirement accounts in one place. You can connect investment accounts to download information from your financial institution or manually track individual stocks and holdings in manual investment accounts.
How to Access Holdings
Once you've added your investment accounts, Quicken Simplifi brings your holdings together in one convenient view.
Tap the Menu icon (three lines).
Select Investments.
Here, you can view your current holdings, including Today's Change and Market Value, across all investment accounts or for an individual account.
You can also:
View holding details: Select a holding to see more information about it.
Sort your holdings: Use the filter options in the upper-right corner of the holdings list to change the sort order.
View holdings for an individual account: Tap the Menu icon, select Accounts, and open the investment account.
How To Add Holdings or Cash
You can add and edit holdings only in manual investment accounts. Connected investment accounts receive their investment information directly from the financial institution.
Tap the Menu icon (three lines).
Select Investments.
Tap the plus (+) icon in the upper-right corner.
Select Add holdings or Add cash, depending on what you want to add.
Select the account where you want to add the holding or cash.
Enter the required information:
To add holdings: Enter the Company name, Share quantity, Share price, and Total cost.
To add cash: Enter the total cash amount.
Tap Add or Confirm, as applicable, to finish.
Note: If you enter a valid ticker symbol in the Company name field, Quicken Simplifi will automatically populate the price per share.
Edit a Manually Created Holding or Cash
Tap the Menu icon (three lines).
Select Investments.
Locate and select the holding or cash you want to edit.
Tap Options in the upper-right corner.
Select Edit holdings or Edit cash.
Make the necessary changes, then tap Update.
Delete a Manually Created Holding or Cash
Tap the Menu icon (three lines).
Select Investments.
Locate and select the holding or cash you want to delete.
Tap Options in the upper-right corner.
Select Delete holdings or Delete cash.
Tap Delete again to confirm.
News Feed
The Investments News Feed displays news related to your current holdings.
You can customize the news you see by selecting an individual investment account from the Account dropdown filter in the upper-left corner. You can also select an individual holding to view news related to that investment.
To read a full article, select it to view the details from the original 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?
If your investment holdings have valid ticker symbols, their values should update automatically based on current market data.
You may notice a difference between the value displayed for an Investment Account and the value shown in your Investment Portfolio when the account is connected to your financial institution.
For more information, see How Do My Investment Balances Update?
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?
You can use the Investment Transactions feature to create Linked Transfers to and from your investment accounts.
For more information, see Managing Investment Transactions on the Mobile App.
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 or savings, without potentially affecting categorization and reporting.
If you need a different account type, create a new manual account instead of modifying the 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 classifies certain cash accounts with brokerage-like features as investment accounts so they can use investment-specific features, such as performance tracking.
These accounts may include money market accounts, high-yield savings accounts, or short-term CDs that are managed as investment holdings.
Because these accounts are treated as investments, their transactions are excluded from the Spending Plan and traditional transaction tracking features by design.
If you need to track everyday spending from these funds, consider creating a separate manual checking or cash account in Quicken Simplifi.
Are the investment cash transactions included in the Spending Plan?
Are the investment cash transactions included in the Spending Plan?
No. Transactions in investment accounts, including cash accounts treated as investments, are excluded from the Spending Plan by design.
If you want to track these funds as part of your everyday spending, consider creating a separate manual checking or cash account in Quicken Simplifi.
How do I change the account type of my investment account?
How do I change the account type of my investment account?
Investment accounts cannot be converted to other account types, such as checking or savings. However, you can change the investment account subtype, such as Brokerage or 401(k).
Tap the Menu (three-line icon).
Tap Settings.
Tap Accounts.
Locate the account and tap 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 the steps specific to the Web App, please see our article on Tracking Investments in Quicken Simplifi.
If you have any questions about Quicken Simplifi, our support team is here to help.