Best Of
Re: Recycle Bin for Deleted Transactions (edited)
Is there an update on this? It's urgently needed and I strongly hope it will be implemented very soon!
I just accidentally deleted a transaction I was going to recategorize and then changed my mind on. I hit the button to the left of 'update' very quickly, assuming that - as is true in most software - it'd be a 'cancel' button. I now can't find the transaction and see that that button is instead 'delete'. I can't believe it deleted it with no warning before doing so, and now I can't get it back! This goes along with several other features of Simplifi as something I can't believe is still happening in professional software like this. Thanks so much for considering this request!!
Re: Recycle Bin for Deleted Transactions (edited)
I upvoted it. It would be nice in cases where you need to document duplicates you deleted as well.
SRC54
Re: Notifications Reappearing
Will do @Coach Jon and thanks for the attention to this. It's not a big deal, I'm sure your programmers have bigger fish to fry.
Re: Spending Plan Redesign: Share your feedback here!
Please let us sort by bill type instead of just filtering! I was using 'Bills' and 'Subscriptions' for different things and I'd prefer to be able to see them both on the same page, and expand them separately, like before.
Re: Add DC College Savings Plan Aggregator URL (edited)
I figured it out. Once logged in to my account, I went to Password & Security Features and created a separate password for my Aggregator credentials. A separate ID was already created. I used those Aggregator credentials to add DC College Savings to Simplifi. Looks like this was designed to use with 3rd party sites like Simplifi.
Re: Spending Plan Redesign: Share your feedback here!
The UI looks cleaner however new grouping of transfers under bills creates a messy situation.
I use transfers from savings to offset the upcoming planned expense, so that my available balance shows correctly. Example: I have planned $7k for travel expenses. I saved them in savings account. If I just add planned expense, then the formula typical income-bills - $7k = -(available balance). That is not true since I saved up money through goals for this specific expense. To fix it, I transfer money from savings to checking and I exclude negative transaction, but make positive transaction visible in spending plan. Then the formula goes Income-bills +$7k transfer -$7k planned spending = +( available to spend).
With the update the formula still calculates correctly. However, because my positive transfers are reflected under Bills, now bills show +$4k. That really messes up financial picture.
please fix either grouping of transfers under bills (ungroup them please) or figure out how to accommodate the scenario of pre-saved money for upcoming expense so that available to spend is not affected by it.
Re: Spending Plan Redesign: Share your feedback here!
@Coach Natalie Nor am I. The only two that were empty this morning were Essentials and Concomitant. Essentials has always been first in my list, and I didn't mind because it was my major expense. But now they are all explicitly named and in alphabetical order. I like being able to do them by amount as well.
SRC54
Re: Spending Plan Redesign: Share your feedback here!
I'm loving the new spending plan interface. My one issue is that the "Available to spend per day" number disappeared from my Spending Plan tile on my dashboard. This was the primary metric I used to make budgeting decisions—would love if it was brought back.
Re: Spending Plan Redesign: Share your feedback here!
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
Re: Add a debt payoff calculator/goal [edited] (4 Merged Votes)
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.


