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 Accounts.
Locate the Manual Investment Account you'd like to add holdings or cash to and click on it.
Select the plus (+) sign in the upper right.
Select Add holdings or Add cash, whichever applies.
To add holdings to the account, enter the Company name, Shares qty, and the Price per share and 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 Accounts.
Locate the Manual Investment Account that has the holding or cash you'd like to edit or delete and click on it.
Locate the holding or cash you'd like to edit or delete and click on it.
Click the three dots in the upper right corner.
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, then click Delete 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.
Note: You can also access News Feed directly from your individual Investment Accounts.
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?
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?
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!
To learn more about tracking Investments on the Quicken Simplifi Web App, please click here!