Best Of
Re: Spending Plan Redesign: Share your feedback here!
I'm not a fan of the change to the bills area. I liked being able to see my bills and subscriptions separately. I have too many transfers for the 'all' filter to be helpful because they're all jumbled together. I'm disappointed in the change. I hope you'll at least update it to allow viewing both bills and subscriptions, not just one at a time. I really liked how it was before.
Re: Spending Plan Redesign: Share your feedback here!
Wanted to provide more feedback on the new spending plan after diving in and using it more. Overall, aesthetically it looks a lot cleaner and think from that standpoint it's a homerun. Functionally, I think it took a step back. Having separated the subscriptions and even transfers and having to drill down to see them is not ideal. It's nice seeing a view of that in one spot. I like to see a view of my subscriptions like it was before so I can see how much they are increasing. It should be pretty easy to add that to the new look. I know the team is working hard to make things better.
Re: Spending Plan Redesign: Share your feedback here!
Still adjusting to this new layout. Like any change it will take a bit of time to adjust to the new design and functions.
Initial reactions:
- I like the new summary view in the left column.
- The way "Bills" when selected displays the data for my fixed expenses is where the most transitional work will be done on my part. My initial response to this section is that I miss the separation of Bills (fixed non-discretionary), Subscriptions (fixed discretionary) and Transfers all with the dropdown feature. The main thing here is the "neatness" of the landing page. Selecting "Bills" and then seeing a long list of all my recurring expenses is too much like seeing my bank account registers. Seeing the summary with the option to have the details in a dropdown list was more pleasing to me.
DannyB
Re: Using splits (multiple categories) in Recurring Transactions (4 Merged Votes)
I've been waiting a long time for this as well as the other commenters here. I have written before too. Cajoling the folks at Simplifi seems not to work for this request (which should be a logical item any financial software).
[removed - disruptive]
Re: Spending Plan Redesign: Share your feedback here!
I agree with this comment and have the same question.
UrsulaA
Re: Spending Plan Redesign: Share your feedback here!
@Coach Jon Tried deleting and reinstalling the app on my phone and can confirm that it did not fix the overspent error. Still shows same as before.
Also confirmed that if I force an overspend by changing one of the category amounts that this does not affect the erroneous overspent number by the total planned number. So it appears like it is a frozen snapshot value that the mobile app won't let go. Occurred after the Spending Plan update so I'm guessing the app is stuck on that snapshot of the overspent number. We'll see if it resets correctly next month.
Re: Spending Plan Redesign: Share your feedback here!
Hello @silentdream,
Thanks for the reply! I would see if uninstalling/reinstalling your device works to resolve the issue you are seeing exclusively on the mobile application. Let us know!
-Coach Jon
Re: Link from Transaction to 'take from' or 'add to' Savings Goal (1 Merged Vote)
I don't necessarily think linking to a transaction is the best option, but creating individual (separate) savings goal transactions is probably the best bet.
Also, giving them the ability to act as separate accounts under the account it is "taking" the money from would be a huge functionality addition.
Can we merge some posts?
Re: Using splits (multiple categories) in Recurring Transactions (4 Merged Votes)
This suggestion has already been submitted for consideration. We've been asking for this and we hope soon to get it. Thanks.
[removed link to merged thread]
SRC54
Re: Using splits (multiple categories) in Recurring Transactions (4 Merged Votes)
We have recurring transactions that each month I have to split to several accounts. It would be a great benefit/time saver if Simplifi could do this for me each month.
