Best Of
Mobile App: Ability to drill down from the graph in Reports (edited)
In iOS mobile app, you can’t Drilldown in the pie chart. Even if you manually filter for a catagory, it still doesn’t Drilldown and show subcategories.
ideally, you should be able to click on a section in the bar graph and get Drilldown.
[edited image to reduce size]
Ability to Manually Link/Merge Transactions in the Mobile App [edited] (1 Merged Vote)
Reports - Rollup third level category to second level and then top level
Reports - Rollup third level category to second level and then top level. In web version 4.37, third level category is rolling up to top level and ignoring second level.
Please add OpenBank by Santander
OpenBank.us is a new online high yeild savings bank by Santander. Its not in the list of banks I can add.
Monthly Summary Report: Change the color for over-contributed Savings Goals (edited)
As can be seen, I contributed more than planned for each of these Savings Goals. My question: why are the bar graphs red?
I get that I'm "over the limit," so-to-speak, for each Goal, and that would make sense if savings goals were actual expenses. But for a Savings Goal, the overage isn't a negative, it's a positive and thus I would expect to see green bars, not red bars.
Add split paycheck tax deductions to the Bills & Income section of Spending Plan (edited)
I'd like to itemize my paychecks, but I want my tax deductions in the "Income after bills & savings" section, not the "Planned spending" or "Other spending" sections. I know that there are articles for how to itemize paychecks, but I feel like those are partial solutions. Simplify should allow the entire breakdown of an itemized paycheck to stay in the "Income after bills & savings" section so that only the net income makes it to the next two sections.
How to currently track paycheck deductions:
[added link to article on how this currently works]
Spending Plan: Option to forward 'Left at End of Month/Available' to the following month (edited)
FIRST, this is different from the recently released Planned Spending Rollover feature.
This is a request to develop a means to take the left at end of month amount and bring it forward into the new month.
This NOT the same as rolling over unused designated planned spending funds. This IS about the Spending Plan Left at end of month.
The request is to add a means for users to bring unspent money forward from month A to month B.
Add a detailed warning when deleting accounts that users will lose their historical transactions
It would be great to warn people when they are about to delete accounts in Simplifi that we most likely will only be able to get 90 days of transactions back when we reload the account. You could also point out in this warning that the way to do this is to make the account manual and then re-link to the manual account.
when deleting an account, there should be a warning such as:
“Deleting this account will delete all transactions (along with notes and tags) from this account. Please be aware that you will likely NOT be able to recover historical transactions when the account is re-linked. If you are deleting an account which you may want to re-link at a later date, make the account manual first to preserve your transaction history.”
[edited title]
Re: Account to Account Transfers (A2A): Share your feedback here!
Hey everyone, great news! Our product team is working on the banner in accounts so it can be dismissed.
Thanks!
-Coach Natalie