Best Of

I liked it much better the old way. I don’t like that transfers are included in bills. They aren’t bills. Also can not hide the positive side of the transfer. I preferred subscriptions and bills to be separate but I can deal with that. Please separate transfers. Thanks

I just wanted to add, one of the main appeals of a 'debt payoff goal' feature is being able to set it up with something like a minimum payment, and then be able to see the difference when additional payments are made. A nice incentive/progress tracker that clearly shows how much of a difference your extra efforts have made.

For example, I've paid an extra $500 the last 3 months on my car payment, I want to see that I'm $1500 ahead of my expected loan balance, and maybe even show that the expected payoff date is now March 2025 instead of June 2025.

I don't reconcile at all as I just double check with Quicken Classic. Between the two, I catch any errors I've made.

Your method seems as good as any. Some people just use the review column. They leave all their transactions unreviewed (marking unreviewed any transactions that Simplifi automatically marks reviewed) until they get their statement.

I believe @DryHeat is right as mine were not sorting alphabetically either and the first three random have no Expense Series Name specified. They sort correctly on amount.

I added the default name into the Series, and now it is alphabetized.

Sorting by Name does not work correctly.

As you can see in the image below, "Dining Out" is sorted above "Auto Expense." This persists even if I sort by amount, then resort by Name (as I did multiple times before taking this screenshot).

@Coach Natalie — "Have you checked in other browsers or anything along those lines?"

Yes. Chrome & Edge. Same result.

However, I believe I have discovered why it malfunctions. I believe Simplifi treats the name as "empty" for purposes of sorting when the default name is used for the "expense series."

As you know, the "Expense name (optional)" field is, well, optional when creating an "expense series." If you don't enter a name, the series automatically uses the name of the Category.

"Dining Out" is the only expense series where I left the optional name blank and allowed Simplifi to provide the name by default, like this:

For all my other "expense series" I typed in the name myself, like this:

I tested this idea by manually entering "Dining Out" in the "Expense name (optional)" field. This caused the Name sort to function correctly.

NOTE: I believe this to be a bug, but I hesitate to suggest that. The response to other "bugs" I have reported has been that Simplifi considers something a bug only if there is no way for the user to work around it — which I obviously can do here. However, I have the advantage of having spent years in software development. I'm not sure a typical user would easily figure out that the fact that the expense series is labeled "Dining Out" doesn't mean that Simplifi will treat it as being named "Dining Out."

I really like the look of it. Especially having the numerical operators on the left hand side illustrate what is happening with the budget nicely. You guys did great!

I second SRC54's comment - "Spend" should be corrected to "Spending"

I can appreciate Income being separated from expenses, but lumping subscriptions in with bills just makes things more messy.

Right away, it feels more difficult to be able to tell what has changed from one month to another, and it requires more clicks to be able to see month to month on bills and subscriptions directly from the Spending Plan. It's always been very important to me to be able to see these things separately at a glance, since bills are a necessity and subscriptions are something I can control if I need to. One category in the left panel with two separate dropdowns in the right panel with their own totals would make much more sense to me.

I do appreciate Goals being their own category now though. I would like to see them above Planned and Other Spending though, since they're static numbers.

Column customizations in Planned Spend and Other Spend are not "sticky."

Unlike in the main Transaction Activity lists for accounts, your column customizations in Spending Plan are lost if you move away from the list. You have to redo them each time.

The lists in Planned Spend and Other Spend are using the new column customization system that allows you to select, move, and resize the columns to see the information you want. That's good, but…

—In Planned Spend the customizations are lost when you move from one Planned Spend expense to another. So if you customize the columns while looking at "Dining Out," for example, you have to do it all over again when you switch to "Auto Expense."

—The situation in Other Spend is a bit better. The customizations are maintained as you move from one expense bubble to another, but are lost if you switch to another section (Bills, for example) and then switch back.