Best Of

Column customizations in Planned Spend and Other Spend are not "sticky."

Unlike in the main Transaction Activity lists for accounts, your column customizations in Spending Plan are lost if you move away from the list. You have to redo them each time.

The lists in Planned Spend and Other Spend are using the new column customization system that allows you to select, move, and resize the columns to see the information you want. That's good, but…

—In Planned Spend the customizations are lost when you move from one Planned Spend expense to another. So if you customize the columns while looking at "Dining Out," for example, you have to do it all over again when you switch to "Auto Expense."

—The situation in Other Spend is a bit better. The customizations are maintained as you move from one expense bubble to another, but are lost if you switch to another section (Bills, for example) and then switch back.

Things I like

• It's colorful and looks nice

Things I don't like

• I used to be able to go to spending plan and scroll down to see my transfers. Now I have to click spending plan, click bills, click the dropdown and select transfers.
• I can no longer hide one side of the transfer. The positive side of the transfer is greyed out because I have it hidden from the spending plan but it is still tied to and underneath of the negative side of the transfer. I no longer have the option to completely hide those.

For some added context; I have recurring transfers setup for my credit card bills every month with the average amount for them. This allows me to look at the projected cashflow for my bank account and include the average spend on those credit cards to give me a pretty good idea of projected cashflow. When I originally setup simplifi I wasn't able to find another way to do this. If there is a better more preferred way to accomplish this I'm willing to redo my setup. Looking forward to others feedback here as well.

New Spending Plan went live for me so I am testing it this morning. Very pastel (I'll say no more concerning the pale colors). Overall, I like the new organization.

Comments:

I wish we could sort Bills, then Subscriptions and then Transfers seeing each list one after the other instead of just showing all Bills or Just Bills, just subscriptions, just transfers. I am sure I will get used to it, and it is more logical to combine them this way.

I still don't like using the verb spend as a noun when a perfectly good noun, spending already exists. Planned Spending and Unplanned Spending would be clearer and better usage too.

Question: 

I have noticed that the new Spending Plan automatically includes split transactions that include spending and/or income with transfers splits. Is this new or did I just miss it before? I haven't had any of those lately. But again, it makes sense to include those transfers since you would want to have the spending and income accounted for.

@MishaM, thanks for posting your suggestion to the Community!

All you have to do to automatically include non-recurring income in the Spending Plan is navigate to Spending Plan > Income, go to the 'Excluded this month' section, and click the three dots at the end of it. Next, select the option for "automatically include".

I hope this helps!

That’s exactly it! Thank you, @Coach Natalie!

I use this a lot on desktop and would find it helpful on mobile too. I sort the dollar amount in many of the different areas: Transactions, Reports, watchlists.