Best Of

Add the 'Edit Series' option to the three dot menu of reminders (edited)

If I want to edit the Recurring Series for a Reminder that I see in the reminder carousel of an account or in Bills & Income:Overview, I have to:

click on the series' three-dot menu icon
click on View Series (in the three-dot menu)
click on Options in the View Series window
click on Edit series (in the Options menu)

Only then do I actually arrive at the Edit series window where I can edit. That seems unneccesarily indirect. (And clicking "Options" to access the editing function isn't exactly intuitive.)

Adding an "Edit Series" item to the three-dot menu would be much more direct and obvious.

[edited title]

DryHeat

5

'Recent X Months' Date Range Filters in Reports should not include the current month (edited)

In the Reports Date Range date picker. If you choose Last month, Last quarter, or Last year you get a full month, quarter, or year. But f you choose Recent 6 months you get 5 months plus whatever days in the current month have come to pass. Like this:

The Recent 6 months date range should return 6 full months. Not 5 months plus a few days in the current month. Same for the 3 and 12 month ranges. It's hard to compare trends in reports that show results in monthly columns when the last column only contains a few days.

This problem was discussed in the post below but that was closed without ever being converted to an Idea Post. It has also been discussed in posts related to Watchlists and Planned Spending.

https://community.simplifimoney.com/discussion/12932/why-do-the-date-filters-for-last-3-months-and-last-6-months-return-values-to-date

DryHeat

5

Add a Trends/Comparison Chart [edited] (4 Merged Votes)

Would like to see a way to see a monthly comparative view added for income and spending, which shows the amounts separated by month. As well as, be able to designate the months viewed (i.e. Feb to Sept). This would be very helpful in viewing category spending and how it has changed month to month.

oceandreamer128

111

Ability to add Planned Spending Items to our Projected Cash Flow [edited] (4 Merged Votes)

I think it would be great if we could add our planned spending categories to our monthly cash flow. I think a lot of people know how much they will spend per week on groceries and gas etc. and it would greatly help us understand our weekly and monthly cash flow better. Thanks for considering.

Bob1

205

Ability to see the Transaction Rules that are applied to a transaction (edited)

When viewing a transaction, we should be able to see which payee and/or category rule was applied to it.

leothemack

7

Missing Alight Solutions (3 Merged Votes)

They are the financial institution for many 401k accounts. This works in Quicken, but is not yet in Simplifi.

mbtins

67

Ability to create Planned Spending Expenses for Credit Card Payments and other Transfers (edited)

Hello,

Each month I plan how much I am paying on my credit cards and how much I am transferring into various investment accounts. I see no way of including this in the Spending Plan without making a one-time Planned Spending Expense and using a custom category, or going through the tedious process of creating a future-dated transaction in Other spending.

The way I understand the Spending Plan is that it is accounting for cash in and cash out. Maybe my understanding is wrong, but the way Planned Spending is currently implemented, I cannot plan my spending.

Ideally Planned Spending should allow me to input transfers like credit card payments and investments. I know the accounts where the money is coming from and I know the accounts where the money is going to. I'd like to be able to create the following:

Planned Spending for transfers
Ability to designate a funding account and a recipient account

This is an easier alternative than http://help.simplifimoney.com/en/articles/5142302-how-are-credit-card-payments-handled-in-the-spending-plan for planning month-to-month credit card payments as the suggested method of tracking credit card transfers either requires you to have already made a payment (negating the idea of a plan), or using a projected amount.

I recognize that this probably has some complications... it would change the way the Other spending category is calculated. Instead of summing up the transactions on credit cards, Other spending would have to take into account the Planned credit card transfer.

I also recognize there are workarounds like https://community.simplifimoney.com/discussion/3011/credit-cards-the-spending-plan#latest and https://community.simplifimoney.com/discussion/comment/11190/#Comment_11190. I think this should be a first-class feature instead of a workaround.

P.S. I think this is very useful for folks who do not pay off their CCs in full each month, and folks that treat their CCs like an extension of their checking account. Ultimately I want the Spending Plan to tell me how much cash I'm going to have at the end of the month.

turb0

5

Ability to remove tags during bulk edit

Similar to the way you can add multiple tags during bulk edit, I would like the ability to remove multiple tags during bulk edit.

Norm6257

55

Ability to hide Net Worth

While I appreciate knowing the Net Worth given my accounts if/when I show Simplifi to a friend or family member I would prefer to hide the Net Worth partially because it is so prominently displayed on several screens. Alternatively this could be a link/button to 'show'/'hide' Net Worth with the default being that it is hidden and the 'show' link displays next to it.

LoftyDuck

68

Ability to update Apple Wallets accounts from the Web App (edited)

It would be great if the Apple Card could automatically sync with Quicken instead of us having to go into the Quicken App on iPhone and manually hit the button to get it to sync.

Is there a technical reason why Quicken can't automatically sync Apple Card transactions the same as any other credit card or bank account?

cyberstackn

5