Best Of
Re: #TipTuesday: Using Transaction Rules
I personally love the ability to create Transaction Rules! Not only do the Payees that get downloaded with weird or long names get renamed to something more manageable, but my Categories also get automatically assigned, which takes a lot of the work out of managing my transactions.
Although they don't cover everything, I've gone through and created Rules for my most common items, which gets the majority of my transactions looking exactly how I want them, without me having to do a thing!
Although they don't cover everything, I've gone through and created Rules for my most common items, which gets the majority of my transactions looking exactly how I want them, without me having to do a thing!
Re: Please create a native iPad App (5 Merged Votes)
We shouldn't need to be voting on this. You launched a mobile app that was phone only, rather than universal to include tablet form factors. This is mandatory, not optional if you want to grow.
jesse
5
Missing Alight Solutions (2 Merged Votes)
They are the financial institution for many 401k accounts. This works in Quicken, but is not yet in Simplifi.
mbtins
6
Re: Add OneFinance to Supported Banks
I'd like to request that my bank One Finance (which is partnered with Coastal Community Bank as a banking provider) be added to Simplifi. Like Simple (which had a similar deal with BBVA) I don't have any log in info for Coastal Community Bank because I am not technically a member and thus would like One Finance to be added.
Their website is here: https://www.onefinance.com/
Their website is here: https://www.onefinance.com/
nozarrrr
5
Re: Tell us how you plan to track your vacation in Simplifi!
While I don't have any vacations planned currently, I'd love to share how I tracked my previous vacation expenses. I used a combination of Tags and Watchlists. Here's how:
First, I created a Tag named San Diego to represent my trip. Then, I created a Watchlist based on the San Deigo tag. I did set a targeted amount on my Watchlist because I wanted to ensure I didn't overspend.
Once my vacation started, I categorized my transactions as usual but applied my newly created tag. My Watchlist updated automatically with each transaction I tagged, and I was able to monitor the amount I spent and the type of purchases. It's an eye-opener to see how much a family of four can spend on food when vacationing!
Investment Tab Upgrades
I came from another company in search of a place that has it all - great budgeting AND a way to track investments.
The investment tab is a bit lacking here - I don't know if its a glitch with mine, but I can only see the accounts, the holding names, shares held, and the amounts in each accounts. Not to say the other company was 100 in investment tracking, but I'm hoping you can combine both wonderful worlds better here.
I'd like to see:
1) For our accounts, let us know what our individual returns are for our holdings. Like 10% return over the past year, but the ability to change to see 5 year, 10 year, since inception.
2) Would be great to have another tab where we can have "watch list" type tracking too. So, not what we currently own, but ones we are just watching.
Would also love the graphs of the changes as described above in 3).
3) list the expense ratio for each holding!
That's all I can think of right now.
[edited to remove duplicate Ideas]
The investment tab is a bit lacking here - I don't know if its a glitch with mine, but I can only see the accounts, the holding names, shares held, and the amounts in each accounts. Not to say the other company was 100 in investment tracking, but I'm hoping you can combine both wonderful worlds better here.
I'd like to see:
1) For our accounts, let us know what our individual returns are for our holdings. Like 10% return over the past year, but the ability to change to see 5 year, 10 year, since inception.
2) Would be great to have another tab where we can have "watch list" type tracking too. So, not what we currently own, but ones we are just watching.
Would also love the graphs of the changes as described above in 3).
3) list the expense ratio for each holding!
That's all I can think of right now.
[edited to remove duplicate Ideas]
Include "Notes" field on the transactions displayed in Watchlists [edited]
When you're viewing the transactions in a spending watch list the tags column is present but not the notes/memo field.
I record the items I bought in the notes field. When I look at the spending watch list for my allowance I want to know what I bought as I skim the list. But I'm forced to open each item individually to inspect the note. This is cumbersome and not practical.
Thanks for reading.
prat0088
6
Re: Pending transactions with American Express
Fixed! 👍
Thanks Natalie for the continued follow up. This experience assures me that Simplify is listening to their customers and cares to deliver a quality product /service.
Thanks Natalie for the continued follow up. This experience assures me that Simplify is listening to their customers and cares to deliver a quality product /service.
eallen40
6
Break down Annual/Bi-Annual Expenses to a monthly amount in Spending Plan [edited] (4 Merged Votes)
There was a previous post here asking how to save for bills that are due less frequently than once a month. The best example is auto insurance, which is a large bill that hits semi-annually or annually. The workaround was to use a Savings Goal that you could manually add to and pull from on the month that the bill was due. This requires me to manually keep track of what funds are for what, which is what I'm trying to avoid by using Simplifi.
Since Simplifi already knows the schedule of my bills, I think it should perform the calculation to make all of them monthly bills, similar to the savings goal, and reduce my available cash just like a normal monthly bill in the Bills section of Planned Spending. When the bill comes due, it should tell me that I need to reduce my spending by only the monthly calculated amount and not by the full total of the bill. I am envisioning words like "You have saved $X towards this bill" (with $X being the savings from previous months) being underneath bills that I am saving for but are not due that month. It shouldn't require any manual interaction for the user because Simplifi has the dates and amounts already saved.
Link Manually Entered Transactions with Refunds and Recurring Reminders [edited] (1 Merged Vote)
Ability to link reminders [and refunds] with manually entered transactions.
Luis
5