Best Of

I'm not opposed to this as long as it is an option for the user, but the reason for rounding to nearest dollar in the Tax Report is because this is how it's done when filing your taxes.

When I look at report Income & Expenses, all categories and subcategories are fully expanded. I don't need to see such levels of detail and certainly not the subcategories. I know I can compress each row by clicking on the arrows but it doesn't remain a persistent change. Each time I view the report all rows (including sub categories) are fully expanded. I would like to have the default of fully compressed so the report a only a few rows and allow me to expand to examine the details when desired.

Is there away for instead of the transaction being doubled you can assign it to multiple places. My use case is that I want to track my subscriptions used in the entertainment category (netflix,hulu,etc.) That is also a reoccuring expense so I have it listed as a subscription but it should also be in my planned spending category because i do plan to spend that money. I use the planned spending like a true bucket budgetting system (which i believe is the purpose) So is there a feature (or an area within Simplifi that i'm missing) that shows how much a subscription in a particular category is averaging? Right now I'm tracking it in the watchlist which is fine but that doesn't calculate into my planned spending which is what i'm trying to budget for.

I will love this as well

Saw the Left Per Day feature is back on the dashboard. thank you!!

I just learned that the recurring transactions do not show up in Planned Spending if they are captured in Bills. How could Bills not part of planned spending? I want to see everything in planned spending that I intend to spend this month. Particularly now that rollover is supported (in early access mode - enable it in Settings), I want to distribute my annual expenses (like property taxes) and 6-monthly expenses (such as car insurance) into monthly expenses and rollover every month until it is time to actually pay the amount. This way I get the real view of avg monthly expense all the time, instead of a surprise expense once a year.

The only purpose Bills should serve is a reminder that this bill is coming up and that the bills hasn't been paid and is overdue. They are two independent things. Not sure why an expense has to be exclusively put in one bucket (Bills) or the other (planned spending).

I think Simplifi should seperate them out and let the user track the expense independently between Bills and Planned Spending, allowing one transaction to show up in both.

I absolutely agree. Without the feature, here's a workaround I came up with:

I incorporated the credit limit into the name of each of my credit cards. Example: "BofA VISA KB 1234 (4.9)" which includes the name of the credit card company, type, my initials (for cards issued to my wife I use her initials), last 4 digits, and credit limit, in this case $4,900 or 4.9 thousand. This way at a glance I can see the credit limit, both when looking at the side panel showing all my credit cards, as well as when looking at a particular card's activity, in which case the name of the account (including credit limit) is at the top of the screen.