Best Of

Re: Need a 'Select All' and 'Date Range' Filter (edited)

I've noticed over time that modifying transactions (category, tags, checking Reviewed) has gotten slower and slower and slower. This is in contrast to when I look at the transactions for a month's spending plan, when editing them (category and tags) is pretty quick. (Unfortunately I can't edit Notes and Reviewed over there). I wonder if the reason the transactions list functions so slowly is because it's showing so many transactions. If we could get simple date filtering maybe that would help performance (in addition to other times when we'd benefit from the ability to filter by date).

EL1234

5

Ability to schedule a call back time for the "Call me" option (edited)

The "Call me" feature currently misleads us by setting expectations (getting a call back in the next few minutes) that cannot be met, causing wasted time, and frustration.

Much more preferrable would be a call-back option where we could choose an available time to get a call (Comcast/Xfinity does this). That way we know when to expect a call and can move on with other things in the meantime.

From more on this please see this discussion thread:
https://community.simplifimoney.com/discussion/comment/45439#Comment_45439

lts

5

Venmo asks for 2FA multiple times a day

Seems like Simplifi should tell Venmo to "Remember this device," or similar.

Mint apparently did this; at account.venmo.com/settings/security I see a list of "remembered devices," including one titled "Intuit/Mint Automation" that I/Mint apparently set up in 2019, and never asked me for 2FA codes.

Simplifi has been prompting me, multiple times per day, to get a Venmo text message. I've started just canceling that flow, but it also has led to 9 emails from Venmo in the last week (subject: "Sign-in attempt from new device").

Not a good experience, and seems fixable by Simplifi. I saw this comment and this post claiming this is unavoidable, but I don't think that's accurate.

P.S. I'm trying to attach pics here but it is saying "Permission problem," so here's an album with 4 relevant screenshots. Hopefully it's just because this is my first post to the forum, and will not be an issue going forward.

rbw

5

Add Notes and Credit Limits/Usage Percentage to Accounts [edited] (4 Merged Votes)

I'm hoping I post this in right place, but yeah...

There should be a way to put a note in an account, as there is in the Quicken software, that you can easily access when clicking that account...up at the top near the account name. Doesn't have to be a huge text field, and perhaps it's a drop-down that must be clicked. An example of the information that I would want to put in here is: some of my credit cards I ONLY use for balance transfers. I like to keep track of when that balance transfer expires...also some people might like to make note of a promotional APR expiration, or just something short. But speaking of APR...

There should also be a way to input (as there is in Quicken) or automatically show what the APRs are on credit accounts.

Just the same, it would be helpful if credit limits are shown, and if you're looking for a home run, show what the credit usage/availability is across all credit accounts. This is a big factor in figuring people's credit scores, so I think that would be helpful.

Lastly, I'm going to keep asking that recurring transactions have support for multiple categories. I won't rehash any of the many many reasons why this should exist....because it just should.

seascorpio82

55

Re: Ability to Customize the Web App Dashboard [edited] (1 Merged Vote)

I would think it wouldn't take much to have a 'customize dashboard' button that showed a list of widgets, which could be reordered with move up/down or "Shown/Hidden" with a checkbox next to them.

RobWilk

5

Ability to customize the Time Range on Projected Cash Flow graph (edited)

It would be great if the projected balance timeline could be customized instead of being preset to 2 weeks, 1 month, etc. E.g., I would like to know my projected balance up until my next paycheck (which is a recurring event). Or if not that, then balance as of a specific date. Also, the date should be retained every time I login, and not default back to 1 month as is currently the case. Thanks.

sinesoverlap

8

Ability to pin side bar

Please consider adding the ability to pin the side bar. It can be distracting to have it slide out everytime. Plus its nice to see the full module names, not just the icons. Gmail is a nice example of user defined side nav behavior.

luke

22

Re: Link from Transaction to 'take from' Savings goal (1 Merged Vote)

I would love to be able to have a transaction that is marked as the same category as a Savings Goal item, be automatically linked or assigned to that Savings Goal and have the money automatically withdrawn from the goal, and removed from the spending plan.

That would save a lot of time and effort having to manually remove the transaction from the spending plan, and have to withdraw the correct amount that you have to manually remember.

Giantsfan

5

Add “Split by Percentage” Option to splits. (edited)

One little feature I loved in Quicken Classic was the “distribute proportionately” button when entering receipts on a transaction.

For example, if you had .97 cents left, you could click a button and distribute the amount proportionally between all the existing splits. More expensive splits got more of the leftover distributed to them. As it stands now, you just have to create a new split for Sales Tax and click the “Add Left to Split.” I suggest adding a second blue text on white background option.

Flopbot

4

Add Logo Next to Account Name in the account/transaction display

From @thaJack

I'd love to be able to have little financial institution logos next to the account names. It would be much easier to tell them apart quickly. E.g., a little American Express logo right next to my American Express accounts.

Please add a logo under the account/transaction display

https://community.simplifimoney.com/discussion/comment/22255#Comment_22255

I will like this too

UrsulaA

10