Best Of
Re: Restore the "Mark as one-time bill" option in the three-dot menu of transactions (edited)
Thank You! Works Great!
Re: Incorrect Transaction Payee
Hello @iakoubtchik,
Thanks for the reply! The first rule may not apply in this case due to the word "round" here. The original payee example you provided has the word round included as "Round-Ups". Are you able to remove the word "round" and keep the rule for statement names containing just the word "acorns"?
-Coach Jon
Re: Savings Goals - Can't withdraw from "saved so far" amount (edited)
Hello @bccoleman,
I apologize. After verifying with our product team, I can see that this issue has been reported already, and we are working on a solution at this time. A fix should be implemented soon!
-Coach Jon
Re: "Type/Action" field is missing when viewing Investment transactions in Reports on Mobile (edited)
Hello @simplira,
Thanks for reaching out! If you can please provide us with screenshots showing the issue you are describing, this would help us better understand what is occurring here.
-Coach Jon
Re: Restore the "Mark as one-time bill" option in the three-dot menu of transactions (edited)
The "Mark as one-time bill" option has been added back to the three-dot menu of transactions!
Re: Add Keyboard Shortcuts (edited)
I can't agree more regarding the need to be able to select multiple transactions with a few modifier keys. People mentioned mimicking Mint, but I'd suggest emulating spreadsheet tool behavior more generally. In tools like Google Sheets, you hold Shift and click to select all rows (or columns) from what you've already selected to where you click. You can also hold Command (or Ctrl) and click to select specific (usually discontinuous) rows in addition to what's already been selected. I'd recommend implementing both of these options, and here are some suggestions for the behavior when you do:
- If no transaction has been selected, it would be great if you could click anywhere on a transaction and drag over other transactions to select multiple. Ideally, if you go to the top (or bottom) of the page, the page would auto-scroll to allow you to continue selecting more transactions.
- If one or more transactions have been selected, while holding Shift, one should be able to select all transactions from what's been selected to where one clicks by clicking anywhere on another transaction (not just on the checkbox).
- If zero or more transactions have been selected, while holding Command (or Ctrl), one should be able to click anywhere on a transaction to select it (and add it to anything else that's been selected).
Re: Add Keyboard Shortcuts (edited)
There seem to be two different "ideas" in this thread - the title of the thread is "Add Keyboard Shortcuts," and some of the comments do a good job of describing what that should look like and why, particularly this one:
But the description in the OP and many of the comments are not about keyboard shortcuts at all - they are about bulk editing transactions. That is also a worthy feature request, but has almost nothing to do with the title of this thread, which seems to be leading to confusion. A couple users even noticed this and tried starting new threads that are actually about keyboard shortcuts…only to have them merged with this one.
@Coach Natalie could you (or another admin) maybe edit and/or split this into two idea threads so that it is clear what we're voting for?
Re: Add Keyboard Shortcuts (edited)
Need to add Shift + Click as shortcut to select multiple transactions, extremely time consuming to click one by one. Also filter by date in registers would should be a basic filter, and it's not.
Re: Allow users to classify an Investment Account as a non-investment account
More and more people use Fidelity's cash management accounts or regular brokerage accounts as checking accounts. The main reason I won't be renewing my subscription is that SimpliFi doesn't currently allow these accounts to be treated as checking accounts, which is a feature I am looking for. I hope to see this issue addressed by then, otherwise I'll be forced to cancel.
Re: Spending Plan Redesign: Share your feedback here!
Please bring back the easy to view feature of “available income after bills & subscription” - I do not understand why you would remove this? How would we change our spending plan each month to ensure adequate margin / savings? Now I have to go backward and do math myself and track the “available funds” separately.
I don’t mind the combination of subscription and bills but it would make sense to make the subs a subcategory within this menu. A $12 monthly subscription is different than the monthly mortgage or electric bill. Grouping these separately is useful to track which ones we can get rid of or do without temporarily.


