Best Of

I like the look of the new update but very frustrated that bills and subscriptions cannot be sorted and viewed at the same time. The only way to see them separated is showing one at a time. I really liked the previous view seeing my bills and subscriptions separated but on the screen at the same time.

I much prefer the bills, subscriptions and transfers to be listed separately as they previously were. It looks so disorganized now. Lease list them using a down arrow to expand each heading.

I wish all screens included a down arrow to expand the information in a list below each heading instead of the arrow to the right which creates an entirely new page; then all the info would be on one page!

And why do we have to include the option to list excluded transactions? They are excluded. Can we please have an option to exclude them entirely from the spending plan?

Thanks,

Donna

@trewbux - "So the July payments have just gone through. And now there are no reminders showing up for August, and the next reminder is showing up in September."

I had the same experience with a credit card that I looked at today — no reminder for August, statement amount that should show up in missing August reminder now shows up in September reminder.

I changed the date on the "September" reminder to August and the next reminder after that now shows a September date.

It's like they had all shifted later by a month and by fixing the date on the first one (from September to August) I shifted them all back to their proper positions.

I just turned this feature on for one of my credit cards and will keep an eye out for issues. So far, I see that my next reminder in August shows that the bill amount has been finalized, but it actually doesn't come out until around the 1st of the month. I'll let a billing cycle go through to see what happens, but it seems wonky to me. My September reminder indicates that it will instead be the one to update with my current aggregated balance. 🤔 I will report back with my experience on this!

As for the shifting or missing reminders, it may be best to delete and recreate the Recurring Series itself to see if the newly created Series behaves properly.

With the new spending plan upgrade, the ability to see the money available per day was removed from the dashboard and I now have to click into the spending plan to see it. It seems like there is space to show the amount available per day under the total on the dashboard, so can it be added back?

Yup same here, but you have to notice in order to re-enter the transaction. That's the value of a true reconciliation - it forces you to find what's missing. It might be beyond the scope of this app though.

I use that method (marking transactions as Reviewed) and while it's very useful, it's not foolproof. For example, I noticed about a couple months in that my Target Redcard wasn't syncing transactions. If a transaction got deleted by mistake (either by me or due to a glitch in the system), that would also fall through the cracks unless I noticed it.

(Because Simplifi also pulls in account balances, that wouldn't affect my cash flow projections, but it could affect the spending plan).