Best Of

I want Simplifi to remember the expanded/collapsed state of the Projected Cash Flow section so I don't need to collapse it every time.

It would be nice to be able to attach a statement at the time it is received, rather than waiting to attach it once the transaction posts.

This feature will help those that do manual editing quickly add a transaction that occurs sometimes. This is different than recurring transactions in that it can be used at any time to quickly add and populate a transaction in the transaction window. The user will select from a drop down a list of already created transactions created in a template and select a transaction. Once selected it will populate all the fields in the transactions window. This will allow quick and fast manual adding of new transactions.

Please add subcategory breakdown to watchlists similar to the reports. Watchlists display breakdown by category, but not by subcategory. Can't speak for others, but generally I'm watching a category or tag and want to quickly reference spending on subcategories.

For example, I have watchlists for the travel category and for tags that I created for specific trips, and I like to watch those to see how much I spend on subcategories such as air travel, hotels, rental car, etc..

From the request:

Once I have reports savable, I would like to be able to decide to use those on the Simplifi dashboard so I do not have to dig into the reports screen. Most of the reports I need are for watchful awareness. The watchlist report somewhat provides that, but it's a hack at best.

[updated link to existing Idea post]

As a user, I would love an indicator that shows there are new transactions that have been imported in by my financial institution in the left hand account pane. As it stands now, I have to go through each account to see if there are any new transactions that have been added to each account so I can review them.