Managing Investment Transactions on the Mobile App

Overview

Investment Transactions let you manage and track individual transactions within your investment accounts. You can record transactions, transfer money to and from investment accounts, and track commissions on buys and sells.

Things to Note:

Investment Transactions are available within individual investment accounts. They do not appear in the Investments section of the Mobile App.
Investment Transactions do not affect your investment portfolio or account balances. They let you track individual transactions without changing your actual portfolio value.
Investment Transactions do not affect the Balance Over Time or Performance Over Time features.
Investment Transactions are automatically excluded from Reports. You can change the visibility settings for Payment/Deposit transactions only. Other transaction types, including Buys and Sells, are always excluded.

Add an Investment Transaction

You can manually add Investment Transactions to both manual and connected investment accounts.

Tap the Menu icon (three lines).
Select Accounts.
Locate and select the investment account where you want to add a transaction.
Select the Transactions tab.
Tap the plus (+) icon in the upper-right corner, then select Add transactions.
Enter the transaction details, including:
1. Date
2. Transaction Type
3. Amount
4. Any other applicable fields
Tap Create to save the transaction.

Edit an Investment Transaction

You can edit an Investment Transaction at any time.

Tap the Menu icon (three lines).
Select Accounts.
Locate and select the investment account containing the transaction you want to edit.
Select the Transactions tab.
Locate and select the Investment Transaction you want to edit.
Make the necessary changes, then tap Update.

Delete an Investment Transaction

If you no longer need an Investment Transaction, you can delete it.

Tap the Menu icon (three lines).
Select Accounts.
Locate and select the investment account containing the transaction you want to delete.
Select the Transactions tab.
Locate and select the Investment Transaction you want to delete.
Scroll to the bottom and tap Delete transaction.

Transfer From and To Investment Accounts

You can use Linked Transfers to track money moving to and from your investment accounts.

Note: To use an Investment Transaction as a transfer, its Transaction Type must be Payment/Deposit.

Tap the Menu icon (three lines).
Select Accounts.
Locate and select the investment account containing the transaction you want to use as a transfer.
Select the Transactions tab.
Open the transaction and tap the Category field.
Select Transfer at the top of the list.
Select the destination account.
Tap Update.

After you save the Linked Transfer, Quicken Simplifi looks for a matching transaction in the destination account. If no matching transaction exists, you'll be prompted to create one.

To use your investment account as the destination account for a transfer, see Managing Linked Transfers.

Frequently Asked Questions

Find the answers to the most frequently asked questions!

Can I add attachments to investment transactions?

Adding attachments to Investment Transactions is currently available only in the Quicken Simplifi Web App.

Can I import/export investment transactions?

Importing Investment Transactions is currently available only in the Quicken Simplifi Web App.

Exporting Investment Transaction data is not currently supported.

Can I use my standard categories for investment transactions?

Investment Transactions do not support standard Categories for most transaction types. However, if you need to record income or expenses within an investment account, you can use the Payment/Deposit Transaction Type and assign a standard Category.

If you're looking for the steps specific to the Web App, please see our article on Managing Investment Transactions.

If you have any questions about Quicken Simplifi, our support team is here to help.