Best Of

I would also like to see better spending trends graphs/reports! One I have seen in another solution is an interactive stacked area graph. It starts with showing spending over time at top tier categories, highlights the selected tier on the graph and also allows you to drill into the sub-categories and adjusts the graph to show an area graph of the sub-categories. I think this type of graph is visually appealing and easily helps you identify if categories are trending up or down over a period of time.

When using spending reports for any date range longer than one month, and I drill into one category such as groceries, I would like to see it by month and how compares to my spending plan and what the average spend is. Getting to this view in the income and expense report is not as straight forward and doesn't give the same visuals as the spending report.

+1 to the last comment. I posted the exact same issue here, and it has not been resolved: https://community.simplifimoney.com/discussion/12561/investments-section-in-the-mobile-app-is-showing-incorrect-balances#latest

The response on both here and in my thread seems to be just "we can't reproduce this issue / this is intended behavior", despite multiple people reporting that they're experiencing this.

I have provided numerous screenshots with proof that the values are wildly different, not just slightly off. Please prioritize this ASAP.

This feature would be good only if there is an option to set the display mode in the register as separate or combined. I understand the benefit for exporting and allowing notes for each split is a big request for me. But when reviewing my transactions and comparing to my bank, it is difficult if displayed separately in the register as I am looking for the total value. I tried Monarch and this was the primary reason I did not keep it.

It is actually not the best way to handle the issue. Most likely on their backend database they have a transaction table and a splits table. So instead of creating two transactions, really the request is can you add those fields which you want to be unique to the split, to the splits table whereas today they are only in the transaction table. Then exporting is a matter of how you format the data, on individual lines. And a setting which indicates how it's displayed, separate or combined.