Best Of
Re: Ability To Track Gold and Silver Assets based on current market prices (edited)
I think I found a good workaround, which is to add a manual "Other investment" account, and then for the Stock, pick "XAUUSD" which represents the spot price per ounce. Then enter the number of ounces under "Shares" and voila, it will track the value against the market.
Add support for J.Crew Credit Card
For nearly two years Simplifi has been missing the option to add a J.Crew Credit Card account. Please consider adding this popular card. The link is https://jcrew.syf.com.
Re: Add Keyboard Shortcuts (edited)
This is a feature-request for a simple Shift+Click or Ctrl+Click function to select multiple transactions. The purpose would be to change the "check mark" or "category" or "tag" of multiple transactions at once.
For example, if I have 100 transactions in the "Paycheck" category I could Ctrl+Click the 5 of them that are bonuses and change their tags to "Bonus", then Shift-Click the remainder of the transactions and set them to the "Paycheck" tag.
iamsethd
Get rid of "Everything Else" and show all Categories on the Spending Report graph (edited)
Use case: I want to show my wife a breakdown of our spending for a given time period. Right now, the report is limited to the top 9 categories plus an "everything else" line item. I can click on it to drill down, but that makes the report not very useful for getting a true snapshot of our spending across all categories all at once, especially when "everything else" amount is much larger than any of the top categories.
ChrisHardie
Re: Ability to Split Investment Transactions (edited)
Yes, please. At least for the Payment/Deposit type transaction, which by definition is a cash-type transaction.
FWIW you can get this done manually by recharacterizing the investment account as a banking account, causing the split, and then recharacterizing the account back to an investment account. Generally seems to work except that sometimes it will cause the other side of transfers to become "Uncategorized", and you can't see the splits/categories in the investment account (but they will show up in reports or when using filters).
WJB
Re: Cetera and AdviceWorks
Re: Chase pending transactions - delay in being counted toward balance (edited)
So strange! But did it come back on that date? If not then I definitely wouldn't do that.
By the way it seems that we can now change a cleared transaction back to pending, so that could be an idea if you want to convert it to a future reminder. Maybe then it won't disappear.
EL1234
Ability to change the order of the 'Banking' Dashboard Card on the Mobile App (edited)
In my Android app on the dashboard, the first pinned card (Banking) that swipes through Banking, Property & Debt, Investing, and Networth are in a suboptimal order. The order should be the following: Networth, Banking, Investing, Property & Debt, which mirrors the order on the web app.
Networth should be first because it's the overall summary. Property & Debt should be last because these change very rarely (~1x a month). I shouldn't have to swipe all the way to the end to see my overall summary. I shouldn't have to see Property & Debt over and over again when it rarely changes.
pkp
Saved Reports [edited] (13 Merged Votes)
paleosteve
Ability To Track Gold and Silver Assets based on current market prices (edited)
As a Simplifi user I want to track the value of the gold that I own by adding an asset of type "Gold" and indicating how many ounces I own. Simplifi will have integration with a 3rd party service that provides the updated spot price of gold. So that when I login and my accounts refresh, Simplifi will multiply the number of ounces of gold I own by the spot price to come up with the estimated value.
mddt2023