Best Of

I like the new aesthetic! The layout and colors work very well.

I must agree with many others that Bills and Subscriptions (and Transfers) should be separate.

Also, the usefulness of the spending plan is limited as long as we are hindered by the functionality of Savings Goals. We need more flexibility with the savings goals. The solution of hiding savings goal transactions from the spending plan is insufficient because you cannot hide individual splits in a split transaction, and - what is more - it defeats the purpose of having a budget.

It seems that the ability to "Release to Spending Plan" would be a relatively straightforward upgrade, given that a similar function already exists for Planned Spending. It wouldn't be a perfect solution, but it would address a couple of the biggest shortcomings of Savings Goals: a) the inability to treat a withdrawal from a savings goal as a credit to the spending plan, and b) the inability to release planned savings to the spending plan. Since contributions to savings goals are debits against the spending plan, it seems logical that withdrawals from savings goals would be credits back to the spending plan.

Thanks for your hard work to continue making Simplifi more useful to all of us!

@Coach Natalie,

"I'm not sure why the Expense Name field would be empty. When I leave it empty and just select the category for a newly created Planned Spending expense, Quicken Simplifi defaults the name to the category selected. When I edit the expense again, that is what I see in the Expense Name field."

I think there is a pretty simple explanation. Basically, this appears to be an issue only with expense series that were created before certain changes were made to the expense series creation logic.

The images @SRC and I posted were of expense series created some time ago. Apparently, at that time the Expense Name field was left blank if not manually filled by the user. Now it seems the logic has changed such that Simplifi actually fills the Expense Name field if it is left blank. That's good … and mystery solved!

"You may need to delete and recreate the Planned Spending expenses to have the names properly honored in the sorting."

That would work. Or maybe just change the Category, change it back, and hit Update. It's kind of a shame there wasn't logic put in place to update the legacy expense series for the user, but it is what it is.

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!!

I upvoted it. It would be nice in cases where you need to document duplicates you deleted as well.

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.