Best Of
Re: Support multiple currencies
Please add this… many digital nomads are earning money in USD and spending in EUR or other currencies. My account balances are always off (and so are my spending reports) because I have checking accounts in different currencies.
Ability to see a history of account balances and manually change them like transactions (edited)
I'd like to be able to see and edit a list of an account's past balances, formatted like transactions are, that reflects exactly what we see in the reports. The data is already being used to generate the reports, just show it to us and let us edit it directly.
We can already edit past balances through "import", but this is very clunky for small changes. It's also still temperamental for some account types (loans, investments, etc.). We can only see balances month-to-month, so if you're trying to correct an error you have to guess at the date and hope the import overwrites the old balance. I also don't want to make a new csv file with one entry for a seventh time to fix my net worth when something randomly changes again.
Automatic balance updates can remain the same, but show us these updates. Otherwise, I have no idea where these reports are coming from.
Full Payee descriptions are needed (edited)
Simplifi appears to apply its own algorithm for interpreting Payee info and dumbing it down to something shorter. When doing this however, context is often lost. I vastly prefer to have my transactions list match exactly how a payee would show up in my credit card. It seems that Simplfi already knows this information because it is shown when a transaction is expanded - I would prefer the ability for it to display that way by default, with an option to go to the way it is now if someone prefers. Makes more intuitive sense to me.
mjodotcom
Budgeted vs. Actual Report for the Spending Plan [edited] (1 Merged Vote)
Is it possible to view a budget vs actual report based on your spending plan? I can't seem to find that in the reports. It'd be nice to see it for different time periods -- current month, YTD, etc. Is that functionality available? If not, does anyone know if it is in the roadmap to be included later?
Thanks.
chiefplt
Ability to view the Projected Cash Flow as a table view (edited)
Projected cash flow as a table view
Harold
Splits: Option to always show additional fields (Tags, Exclusions, Note) [edited]
Having the option (e.g., in the Settings) to always show some of the additional fields (e.g., Tags) when splitting a transaction would save so many clicks, e.g., for users who split transactions purely for the sake of assigning different tags.
Having to perform multiple clicks to reveal the Tags field for each new split gets quickly annoying.
Roux
Ability to include any/all Investment Transaction in Reports and the Spending Plan (edited)
I saw in an earlier thread that investment income is not included / can't be included in income for reporting and tracking purposes. This renders Simplifi pretty useless to me. As a retiree those numbers are an important part of my monthly income. [removed - no soliciting]
cmordas
Support for Aven Credit Cards
Hi! I recently opened an Aven Rewards Visa credit card and it doesn't appear to be supported by Quicken Simplifi. Are there plans to support it? They currently offer 3 products (2 credit cards and a HELOC [Home Equity Line of Credit]).
Their website is here:
I sign into my Aven account here: https://my.aven.com/login
Thanks!
New Feature Alert: Splits in Recurring & Other Splits Enhancements!
We’re excited to introduce a highly requested update that gives you more control and flexibility when managing your recurring transactions!
You can now add split lines directly within your Recurring Series—whether you’re setting up a new series or editing an existing one. This allows you to categorize portions of a recurring transaction in advance, so everything is automatically organized when it posts.
This feature is currently available for 25% of in Early Access for Basic users on both web and mobile, with availability for Quicken Business & Personal users coming soon.
Key highlights
- Split recurring transactions by category during setup
- Works for both expenses and income, including paychecks
- You can also use transfers within the splits
- An overflow category is always included to catch any over/under differences
- The overflow line cannot be removed, but you can assign it a category—so your totals stay balanced, even if the final amount varies
Other Splits Enhancements
We’ve also expanded split functionality for both individual transactions and Recurring Series, with these enhancements already live in individual transactions for all users:
- Apply notes, tags, exclusions, and usage (QBP) at the split level
- When assigning usage at the split level, you can separate personal and business portions, ensuring only personal amounts are reflected in the Spending Plan
We know there’s even more we could do with splits in the future—but we wanted to get these first major improvements into your hands. As always, your feedback helps guide what we focus on next. Let us know what you think in our dedicated feedback thread!
Ability to set annual/overall Watchlist targets (edited)
Add ability to set annual watchlist targets (vs just monthly) useful for non-seasonal/non-monthly discretionary items like TRAVEL with the ability to view progress on a year to date basis against this (vs just monthly)
cczh