Best Of

Greetings,

Please consider adding another button to this dropdown that says something like "Transfer available to cover overage".  When clicked, it would move money from the green portion to cover the red portion.

In my screenshot, I have an overage in Eating Out and and underage in Eating In.  It would be great to be able to shift money one-time-only, between tiles to make everything balance out.  Next month, all the tiles would continue to start out with the same amounts $650 for Eating In and $50 for Eating Out.

Ultimately, I think, this would make zero based budgeting possible in Simplifi!  Added bonus, it would give Simplifi some of the functionality of one of a leading competitor that starts with Y... so maybe you could steal some more of their users. 

Quicken Desktop sort of does this although it is super clunky, error prone, and obviously an afterthought.  I would love to see Simplifi excel them with this.

This has been suggested and discussed in the "Spending Plan Redesign" feedback thread, but there is no way to vote for it there. So I am creating a new thread.

The idea is simple: Transfers aren't really Bills, nor are they really Income. If they are included in with either of those it skews the Spending Plan by making it look like you made (or spent) more (or less) than you actually did. Keeping Transfers separate makes what is actually happening with your money clearer.

The attached image shows one possible way of doing this. A new section has been added for Transfers between Income and Bills. The icon for Transfers has a "plus-minus" sign instead of one or the other because the net effect of included transfers could either increase or decrease the amount available for the month.

(If there is a votable suggestion for this already, please merge this with that one.)

Suggestion: if I type something in a category box and it's not a category yet, ask me "Would you like to create a new category for XXXX"?

This would prevent many categories from being created by mistake (usually either a typo, or if by mistake I typed a tag's name into the category box). It would add one more click for the rare occasion when I actually want to create a new one, and save many many clicks for each time I create a category by mistake and then need to go to dig into the settings delete it.

Thanks for your consideration!