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Re: Transaction registers: we'd love your input
Hello,
I have two recommendations:
Add multiple expense selection to male update for mobile app version similar to what is already available on the desktop version.
Simplifi does not remember my categorization of the same expense from the same vendor.
Thank you.
Re: Transaction registers: we'd love your input
Title: Show Total Amount for Transactions in Search/Filter Results
Description:
Currently, when I search or filter transactions in Simplifi, the system shows the number of transactions but does not display the total dollar amount of those transactions. This is a major limitation, as one of the most common use cases is to quickly answer questions like:
- "How much did I spend at Merchant X last month?"
- "What's the total income from this Category during the year?"
- "What are the combined amounts of these filtered expenses?"
Right now, the only way to get totals is to:
- Build a report (much slower than search), or
- Export the results and total them manually in Excel/Sheets.
Requested Feature:
Please add a total sum line at the top (or bottom) of the Transactions list that dynamically updates whenever a search, filter, or query is applied. Ideally this would include:
- Total Amount ($) of filtered transactions
- Transaction Count (already available, keep it)
- (Optional) Average Amount for quick insights
Why This Matters:
This is basic functionality that Mint and other budgeting apps provided, and it makes Simplifi much more powerful for day-to-day tracking. Many users, myself included, often need quick totals without generating a full report. Adding this would eliminate a major frustration and make Simplifi much more efficient.
Re: Support multiple currencies
I have resisted upvoting this, but I think it is probably inevitable that Simplifi will have to do it. Of course, if you use it in Canada and only have Canadian Accounts, it doesn't matter. It only matters if you mix them with "foreign" accounts.
SRC54
Re: TIAA Reporting Connection Issues
I too have no luck using the plaid option either. Just get the below message.
Temporarily Unavailable
We are unable to assist you at this time. Please try again later or call 800 842-2252.
d98614e9-fa56-3bda-abed-9c2fa2b370dd
Re: TIAA Reporting Connection Issues
I've tried over and over to connect via Plaid at various times and different days of the week. This continues to NOT WORK 100% of the time.
Re: Support multiple currencies
I find simplifi the easiest to use and most full featured product, but the lack of multi-currency support has me looking at other options. This is a significant issue, and needs to be solved or you will continue to lose users
If you read any investment advice column in the US today, even those for unsophisticated investors, they recommend investing a percentage in assets outside of the US market. Multi-currency is the norm, not the exception for US residents with investments today.
Re: Recommend increasing the columns for the Payee and Category fields (edited)
@Coach Natalie, I can wait and if this recommendation is warranted again, then bring it back to life for possible inclusion.
Re: Add an 'Attachments' and 'Manual Entry' icon to future-dated transaction reminders (edited)
@Coach Natalie, thank you for the action and glad that I was able to provide he clarification.
Re: Support multiple currencies
Just another nomadic user chiming in, asking for multi-currency support.
I previously used PocketSmith with multiple currencies but switched to Simplifi a couple of years back. I still believe Quicken makes the superior product, but I can only track part of my portfolio in the app.
Re: Support multiple currencies
From this new user: The lack of multi-currency support is disappointing.

