Best Of

Ability to have Mortgage offset Property/Real Estate

Since there is a "Mortgage" account type it would be nice if there was an option where you could choose to have the account offset or fall under the "Property" or "Real Estate" category. That way when looking at your dashboard "Property" or "Real Estate" would show your net equity in the property.

Jocoo23

6

Re: Add OneFinance/OnePay to Supported Banks (edited)

This should be a priority. What’s going with this??

SummitSnailAdventur

5

Re: Mobile App: Ability to bulk edit transactions [edited] (1 Merged Vote)

Hello @WWi,

Thanks for posting back!

Unfortunately, bulk edit options are not available on the Simplifi Mobile App. I'm not finding an existing Idea post requesting this ability for the Mobile App specifically, so I have gone ahead and made this post for the Mobile App!

For anyone who would like to see bulk edit options added to the Simplifi Mobile App, please be sure to add your vote here!

-Coach Natalie

Coach Natalie

5

Re: Split transactions should be treated as separate transactions (2 Merged Votes)

@Flopbot I was addressing this statement/question: "how realistic is it to expect any software company to implement some 1.3 thousand ideas"

I think it is reasonably realistic for Simplifi to address 1,300 ideas in a timely manner.

Regardless, this particular feature request has been around for three years. They get an F.

If someone, preferably someone that works for Simplifi, has information as to why this issue has not been addressed, I'd like to hear from them.

dsfreddy

5

Color-coding categories in Reports

It'd be great if the categories (Dining, Home, Auto, Charity/Donations, etc.) could all be the same color every month.

Instead of having Dining (for example) yellow in January, red in Feb., purple in March, etc.

Who agrees with me that this would help make things more organized when looking at many months of reports at once? If you do, please UPVOTE! 💪

snowboardsurfer

5

QBP: Ability to set a Date Range for the Balance Sheet Report (edited)

The Balance Sheet report does not allow my accountant to set a date range. Every other report allows a date range to be inputted by the user. Please add a date range filter to the Balance Sheet report.

moneymoneymoney111

5

Watchlist monthly average should not include the current month (edited)

Unless I’m viewing it wrong, the spending watchlist 3-month average accounts for the current month and previous 2 months. It seems to me it *should* use the previous 3 months. Otherwise, it gives a false average. Ex: If I usually spend $800/mo on groceries, and in the current month I’ve only spent $250 (because its early in the month), the average will include that $250 and show a “lower” average than the real average that I usually spend on groceries. Let me know if I’m looking at this incorrectly. Thx.

jasondmcgee

12

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

215

Integrate Document/Receipt Scanners to add Attachments to Transactions (edited)

I'm interested in exploring the possibility of integrating the iOS built-in document scanner for attachments with in iOS app. Currently, the app supports camera and photo library for attachments, but I believe incorporating the built in iOS scanner could enhance user experience. Taughts?

iamsenthilprabu

14

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.

kai4387

110