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@Coach Natalie

I have a process question. I think the answer will help me (and maybe others) understand where things stand with this and other requests/suggestions.

When I see a banner like this on a request, does the "Last Updated" date mean that the idea was submitted for review in September 2022? (I have always understood it that way, but now I'm not so sure.)

It would help if contributions (and withdrawals) could be displayed in two circumstances:

(1) Clicking on a Savings Goal tile in the Savings Goals window would reveal a Contribution list for that Savings Goal, just like clicking on a Planned Spend expense in Spending plan reveals a Transaction list.

(2) Clicking on a Savings Goals "account" in the Account navigation bar (see below) would reveal a Contribution list of the contributions that make up the amount shown as "spoken for" in that particular account.

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.

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.

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.

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]

I agree with this comment and have the same question.