Best Of
A warm welcome to our newest Superuser!
I'm sure you've all seen him around! Please welcome @DryHeat as our newest Superuser! Our Superusers are here to help answer questions, provide guidance on using Quicken Simplifi, and get you pointed in the right direction.
Thank you to all of our wonderful Members and Superusers for keeping the Quicken Simplifi Community active and thriving!
Remember Expanded/Collapsed Settings, Make Layout Changes Permanent (edited)
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.

Add 'Cryptocurrency' as an Investment Account Type [edited] (1 Merged Vote)

Ability to add Attachments to Upcoming Reminders/Future Transactions (edited)
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.
Templates for Transactions
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.

Ability to view Subcategories in Watchlists (edited)
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..

Saved Reports as a Dashboard Widget (edited)
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]

Spending Plan - show totals for paid/spent vs upcoming/left with a progress bar (edited)
I would find it even more helpful if I could visualize my target spending rate for the month against my actual spending in a time series graph, similar to the image below. (The dotted line represents target spending, while the solid line represents actual spending):
Would other Simplifi users find this helpful? Would this be a relatively easy feature for Simplifi's team to add?

Add an icon or indicator for new transactions that have downloaded (edited)
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.
Ability to remove 'Related News' from Investments Portfolio
