Best Of

Just about 100% of the people I know have an Amazon account at this point.  It would be amazing to have some workflow/features that would help us split the credit card charges by the Amazon purchase details, when categorizing/splitting.

I know someone wrote an Amazon order detail syncing thing for another product, just hoping in the future simplifi is able to do something similar.  

I really like the forecasted cash flow feature on the web version, but couldn’t find it anywhere in the iPhone app.  Please add it!  I’d like to be able to put the cash flow graph for my primary checking account on my dashboard too.  Also I’d like to get a notification if my projected cash flow is in danger (too close to a threshold like $0 or something I preset)

Is there any plans for a public API? This way I can either submit transactions to update my net worth such as vehicles or properties?

I would like to be able to classify a money market' account at my bank to "investment" as an example.

The Spending Plan is one of the big draws for me to Simplifi, since I was basically doing something similar with Excel manually prior to discovering Simplifi. 

One thing I'd like to see added, though, is the option to track transfers as essentially spending for the month. For example, every month I make an automatic deposit in to a brokerage account as part of my retirement savings. I don't want this to count as an expense, but I would want this to count against my available cash each month. Currently there doesn't seem to be a good way to do this, as far as I can tell. The only option would be to add this as a Savings Goal, but that's really not appropriate either since there's no specific amount or date that I'm saving for. To that point, it might be nice to have as an option for Savings Goal just a monthly saving amount, unassigned to an end-date or total amount, which could then be used for what I'm asking with respect to the Spending Plan. 

Right now when I click on the category of a given transaction, the drop down opens up with a list of various categories (some of them have subcategories too). This is great, however, it is very time consuming to find where the selected category falls under.

For example, let's say I purchased something from Home Depot. It is auto categorized under "Home Supplies". I'd like to switch it to another sub-category. When I click on the category drop down, I have to scroll through to find the correct subcategory before changing it to another option (i know I can just type it in, but sometimes I want to see what options are available.)
Instead, when I click on the category drop down, the "home" category should already be open, with all the subcategory options under that visible, with "Home Supplies" highlighted. This makes it much easier and quicker to change the category.

Right now there is no place to store check number other than manually in the Notes field. Most of the time the check number is in the transaction name (e.g. Check 345 091300229835). This is a three-part request:
1) A separate field for check number so I can easily filter to just see checks in order - easy comparison to bank statements
2) The check number field could potentially be limited to Checking account types.
3) Automatically parse the transaction name for Check-space-number-space and fill in the check number.

Is supporting crypto on the product roadmap? In my connected robinhood account Simplifi classifies Ethereum as 'Ethan Allen Interiors Inc.'. It would be nice to see that show up as Ethereum

It would be wonderful if we had the ability to create a report that is filtered and then save that customization to a list if customized reports so we can run it anytime we want without having to rebuild the report each time.

Example:

I want to see how much I spend on Dining each month.

I go to Spending report and set date range to Last Month and select only Dining and Drinks.

I would like to be able to save this so in March I can run the report with 1 click and it shows Dining and Drinks for Feb.  In April I can run the report with 1 click and it shows Dining and Drinks for March.