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Saved Reports [edited] (13 Merged Votes)

Insights defaults to Income By Month every time I go there, but that is almost never what I want to see first. I'd like to be able to select Spending By Category, and a time frame, and have that same setting retained each time I come back to Insights.

paleosteve

Split Transactions - Add "Note" field to each split (1 Merged Vote)

When splitting transactions, it would be nice to be able to add notes about that split, just like you can in non-split transactions. Adding "Tags" is nice, but I find "Notes" more useful than "Tags".

2sonsjim

Add Payees List/Ability to Manage Payees (edited)

Hello! I’ve been using Simplifi for a few months now and I’m starting to really clean up transactions for reporting. It would be great if there was a simple place where we could see all of the Payees in one location so that we can rename or merge with other Payees if they are the same since different banks push the Payee names differently.

The Donovan

Show "Transfers" or Linked Transactions right next to each other in the Transactions List

This discussion was created from comments split from: Eliminate the redundancy of "Transfers" in the Upcoming List (edited).

System

The 'Transfers' bucket is now live in the Spending Plan!

As of June 1st, everyone should see a new bucket in the Spending Plan under the 'Income after bills and saving' section. The new bucket is called "Transfers & Credit Card Payments" on the Simplifi Web App, but you will just see "Transfers" on the Mobile App at this time.

With this new bucket, you can now choose to ignore or include each or both sides of a Recurring Linked Transfer in the Spending Plan on an individual level. This means that you can now track your recurring transfers to savings or investment accounts, or your credit card payments, as an expense without having the income side of the Transfer offset the expense side.

When it comes to the visibility settings for these items, you can manage them on an individual Reminder level:

Screenshot 2023-06-02 at 12.49.41 PM.png

Or you can manage this setting for the entire Recurring Series:

Screenshot 2023-06-02 at 12.32.12 PM.png

Pretty cool! Please share your comments and feedback regarding this new feature in our Feedback post here!

Coach Natalie

Ability to auto-backup and restore data (edited)

@Coach Natalie opening an idea post to create an auto-backup feature and option to restore it as well; today, the payee rule overwrote multiple years worth of payee information for reasons unknown to me, and this would be helpful to restore to the previous state

asubbaiyanprof

Link from Transaction to 'take from' Savings goal (1 Merged Vote)

I'd like to see an easy way to assign a specific transaction to be 'taken from' a savings goal.
For instance Christmas. I saved over time $600 in my Christmas savings goal. At Christmas time I go shopping for Christmas gifts which generates a transaction from the store that I shopped at, for $100. I'd like to be able to click a toggle or box that would subtract that $100 I spent on Christmas gifts from the $600 I have saved in my Christmas savings goal. So that the next time I go Christmas shopping I know that I currently have $500 available in that savings goal. It saves step of having to manually go and 'take from' the savings goal. I hope that makes sense.

achester99

Ability to Create Transaction Rules for Amounts and Accounts [edited] (7 Merged Vote)

As a user, I need to enhance Rules to support payee Keywords AND Amount of a transaction, so Simplifi can recognize transactions made through money sending tools such as Venmo.

Use Case: Money sending tools such as Venmo is used to pay monthly bills, I would like to setup rules where the amount of the payment (in addition to keyword) are used to rename the pay. For example, If keyword is Venmo and Amount = $140 Then set payee to Cleaning Service, vs. Venmo + $150 = Music Lesson.

Luis

Ability to automatically match and attach receipts (edited)

Create a single location to upload receipts. Once uploaded, use OCR and AI to automatically match and attach the receipt to its corresponding transaction. This is how the receipt upload function works for the Chase Bank app. Amazon Textract is an AI solution for this exact use case.

NateTheGreat

CryptoCurrency Support

Is supporting crypto on the product roadmap? In my connected robinhood account Simplifi classifies Ethereum as 'Ethan Allen Interiors Inc.'. It would be nice to see that show up as Ethereum

shaunquinton2