Best Of
Ability to un-cancel/reopen an Ended Recurring Series (edited)
Deleting the cancelled series and creating a new one is not feasible as there is no way to bulk assign transactions to a new recurring series (must be done one by one) to link the history.
A recurring series "pause" feature would also be nice for this situation, but the ability to un-cancel a series would also help if a recurring series is cancelled by mistake.
JayT
Revert to the old color scheme/update the new colors to something modern (edited)
From a head of product & design….. the new colors make simplifi look like an app for the 1990s, please update!
jsebagh
Display future-dated transactions/reminders in account registers [edited] (1 Merged Vote)
I would like to request the option to see manually added transactions inside of the main activity transactions grid. Right now when you add a manual entry with a future date it moves that entry into the planned grid.
It would would also be nice to see those "pending" transaction reflected in either the overall balance of the account or another running total for pending or a running total column in the transaction grid.
Tickko
Entering Categories on mobile app is frustrating. (edited)
Greetings,
Personally, I've always found entering and editing transactions to be much easier/faster on mobile. I still think this, with one exception. With the most recent version of the mobile app (4.10.1) on an iPhone SE, assigning Categories to individual transactions has become rather tedious. For some reason, I have to hit the dot at least 3-4 times before it is actually selected. I suspect it has something to do with the size of the target window for each individual dot and right now that size is just supper small. It's made worse since the button is right on the edge of the screen so you have to practically tap with half your finger off the screen.
Not the end of the world, but tedious.
Flopbot
Add a debt payoff calculator/goal [edited] (4 Merged Votes)
It would be helpful if Simplifi added a "payoff debt" feature in goals that would allow analysis using tools like the debt snowball.
Jreno2012
Ability to Print the Category List with Subcategories (edited)
I have a lot of categories and would like to have a print out, both to make changes to it and to review it while categorizing transactions.
Rick K.
Add a Filter for "Untagged" (edited)
Can you add the ability to filter by "Untagged"?
Currently, the only way to do this is to add a dummy tag and apply it to all transactions, but I need to constantly do this.
I tag all my business expenses and want o exclude them from reports, but you cannot just exclude a single tag from a report, you can only add fiilters. so I'd like to filter my transactions to remove all business ones by filtering by untagged
Can we add an option to the below dialog to filter by untagged?
SZR
Ability to set a default Account for Savings Goal contributions (edited)
Does anyone know of a way to set the default account to use for Savings Goals? For example, I want to use the highlighted account in the first screenshot.
The way I like to do Savings Goals is that each goal gets tied to ONLY one (1) account and I indicate that with the last four digits of the account number (see second Screenshot).
Thanks in advance.
Flopbot
Link multiple transactions to a recurring bill at one time
erinmcm1
Ability to set the cost basis and date of purchase for a stock (edited)
If this is not already requested, I would like to be able to set the cost basis and date of purchase for a stock (or Crypto) that Simplifi has just started tracking. Also is there a way to view just my investments in a trending graph? Either by account or all investments at once.
aldas