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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]

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.

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.

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: https://help.simplifimoney.com/en/articles/5983781-how-to-track-pre-deposit-paycheck-deductions

[added link to article on how this currently works]

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.

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]