Best Of
Add an HSA Investment account type (edited)
Make the Accounts List easier to read (edited)
I'm a new user and I find the Accounts column very hard to read.
- The lines are so close together and each section is differentiated by a "slightly" larger font. It's hard to tell each section apart or find the totals for each category (Cash, Credit, Assets etc)
- It's hard to read which balance applies to which account due to how close each line is.
- Having the banks icon next to the name would make it much easier to identify accounts quickly
Sorting appears to be alphabetical instead of by balance so I have accounts with $0 balance showing at the top making it harder to find the info for accounts that actually have a balance. Sort by balance and/or hide accounts with $0 balanceSavings, for some reason, isn't included under Cash so I have to manually add up what's in checking and savings to see how much cash I have. Total cash should be right under net worth as it's a critical metric for a personal finance app. "Banking" total (cash - credit debt) isn't helpful to me, I would rather see my total cash on hand (cash + checking + savings)Allow users to change the order of each group in the Accounts column. I want to move the Liabilities section higher up the list
Re: Add the ability to hide *ANY* account
Agreed. I would also like the ability to hide certain open accounts that I want to keep in the system, but don't wish to see them cluttering up my sidebar.
I have various store cards (Home Depot, Best Buy, etc) that I keep open just in case I want to take advantage of promotions they run for card holders at times, but generally speaking these account are basically unused. I can unhide them if they come back into use and that would be fine.
I would also be ok with the option to simply "Hide accounts with zero balance" to achieve my same goal
Re: We would like progress updates on Apple Card (edited)
I don't have a horse in this particular race - don't have Apple Card - but I've gotta say that Simplifi (specifically @Coach Natalie ) has been exceedingly responsive with the FREQUENT requests for Apple Card updates. I get it that if your main card isn't supported yet, that's horrendously ANNOYING and that nothing short of adding it will appease you, but I compiled a ROUGH log of Coach Natalie's status updates. I'm positive that I missed some from 2023, but I didn't have the time to do a really thorough search.
- August 29, 2023
- June 27, 2023
- May 26, 2023
- September 2022
- July 2022
- June 2022
- May 2022
- April 2022
- March 2022
- January 2021
Customizable Columns in the Spending Plan (edited)
I'm not sure if this is a bug but I would like to see the Notes and Reviewed columns when I click on a Spending Plan (or a category of Other Spending) to view its transactions.
I can click the gear icon to select the fields I want, but it doesn't seem to do anything.
My settings:
The columns I see:
Thanks!
Re: Ability to Create Transaction Rules for Amounts and Accounts [edited] (7 Merged Vote)
This is another example of Simplifi completely missing the mark. Allowing categorization by amount and/or account has been a basic function of many other financial aggregation utilities for many, many years. This specific feature request has also been open for several years. How has the ability to create rules by amount and/or account not been added yet?
This is a +1 for adding this incredibly basic function. If Simplifi wants to capitalize on the influx of users, it should at least provide a basic feature set.
Re: Add Zillow to Track Property Value (2 Merged Votes)
@Marcus said:
@keesdewit Zillow is a good reference for my area. Simplifi can have you use the Zillow estimate as an option... your choice.
Sure, optional is fine.
Spending Plan - show totals for paid/spent vs upcoming/left with a progress bar (edited)
I would find it even more helpful if I could visualize my target spending rate for the month against my actual spending in a time series graph, similar to the image below. (The dotted line represents target spending, while the solid line represents actual spending):
Would other Simplifi users find this helpful? Would this be a relatively easy feature for Simplifi's team to add?
Request for BMO Alto
I would like to request support for BMO Alto savings accounts. BMO is already supported, but this offshoot is not. I have requested it a few times with Mint and now with Simplifi, but to no avail. Hoping if there or others, there will be more impetus to accomplish/communicate the reason for delay.
https://bank.alto.bmo.com/D1BMOConsumer/#/Login
[added URL]
Ability to have multiple spaces/datasets (edited)
Hello,
I think you guys should add the ability to have multiple spaces under 1 subscription, similar to the way you can create separate budgets in Quicken Classic. I don't want to go to Quicken classic since, if in the future, you guys add this feature to Simplifi, I wont be able to import my data into Simplifi.
With the cost of subscription, I think alot of Mint users will be looking to come to Quicken for separate and joint account management but separate is crucial for sure. I have a hard time accepting the fact that it would cost $94 a year just so a couple can have separate spaces for more organized finance tracking.
Please let me know if this is anticipated in the future, as I may look into other services instead that can tailor to this feature, along with potentially, many other people.