Best Of

Would be great to be able to "true up" my spending plan by easily seeing average spend over an adjustable period (3 / 6 / 12 months?) along with a total or min/max. Then I could go down the category list and update budgets, possibly switch to/from rollover if spend is spotty, etc.

It is critical to be able to save reports.

I would very much like to meet with someone about this feature.

I've written up some specs and principles.

I have an existing account with Schwab within Simplifi that only has data back to 2024 loaded automatically in the app. I can export data from this Schwab account back to 2020 in .csv format, but the import processing for these transactions only support 4 specific columns, despite all columns in the Simplifi register for these transactions having updated many more via the automated updating process. Can the additional columns be support for manual import (template) so that I don't either miss data in my Simplifi register, or have to add multiple years of data manually - which is not feasible?

The Net Income by Month Report has been replaced with the Income & Expense Report, rendering this request obsolete.

Please remove this useless option.

There is a similar request that has been lolling around since 2022.

Maybe you should add your vote to that one.

[Merged Post]

Could you please make the "related news" section under the investments page closable? This section is too wide and reduces the size of the area that the investments can show, thereby making it so that you have to scroll the page in order to see all the information.

[Merged Post]

I upvoted it as well. I have nothing against the idea but the implementation is bad. However, the Investment section needs to be finished. It just seems like it is still in beta as it is.

Agree with others that this panel is a waste of space and a distraction. Please remove it Quicken.