Best Of
Re: How to use completed savings goals
Spending plan is to give you a snapshot of how much is going in every month and how much is going out. If you only made 1500(income) and you spent 2000 on Christmas gifts, it should show as you overspent. That is it's goal. No way around it even if you have the money in the savings account.
Re: How to use completed savings goals
If I use the savings goal, I usually would mark the transactions the would be linked to it as "Hide from Spending plan" which you probably can see in transaction details. This avoids them from being double counted against your spending plan.
It's a little work-around-ish, but it accomplishes (I believe) the intended goal here.
RobWilk
Re: Implement Passkeys (edited)
Both would be ideal, but at the very least, to access Simplifi. This is my financial hub and should be on the leading edge of security!
RipTWD
Re: Do "Spaces" and "datasets" mean the same thing in Simplifi?
@DryHeat, yes, each Space is independent of any others.
Re: Do "Spaces" and "datasets" mean the same thing in Simplifi?
@DryHeat, thanks for posting your inquiry to the Community!
Yes, Spaces and datasets are the same thing. Spaces are what users will see in the product, and "dataset" is more of a technical term.
I hope this helps!
Re: Do "Spaces" and "datasets" mean the same thing in Simplifi?
I think the distinction becomes important when a user has multiple Spaces and wants to delete only one.
That is where talking about "deleting your dataset" — which I previously would have understood as meaning deleting all of my data — could become confusing.
DryHeat
Re: Add a "Create and New" button in the Create Transaction window (edited)
Good idea. I've implemented this same feature in line-of-business apps in a slightly different way.
Usually, I had two buttons. One creates the transaction and returns to the list, the other creates the transaction and shows a new, empty creation form ready to add the next transaction. So it's one click each time.
DryHeat
Re: Some Amex accounts are not being discovered
Hello @Myles,
I was able to get this issue reported to our product team. They will take over from here and start to work on a resolution. I will be sure to follow up with any status updates we receive going forward for this issue here.
Thank you for your patience!
-Coach Jon
CTP-15280
