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I can't agree more regarding the need to be able to select multiple transactions with a few modifier keys. People mentioned mimicking Mint, but I'd suggest emulating spreadsheet tool behavior more generally. In tools like Google Sheets, you hold Shift and click to select all rows (or columns) from what you've already selected to where you click. You can also hold Command (or Ctrl) and click to select specific (usually discontinuous) rows in addition to what's already been selected. I'd recommend implementing both of these options, and here are some suggestions for the behavior when you do:

• If no transaction has been selected, it would be great if you could click anywhere on a transaction and drag over other transactions to select multiple. Ideally, if you go to the top (or bottom) of the page, the page would auto-scroll to allow you to continue selecting more transactions.
• If one or more transactions have been selected, while holding Shift, one should be able to select all transactions from what's been selected to where one clicks by clicking anywhere on another transaction (not just on the checkbox).
• If zero or more transactions have been selected, while holding Command (or Ctrl), one should be able to click anywhere on a transaction to select it (and add it to anything else that's been selected).

There seem to be two different "ideas" in this thread - the title of the thread is "Add Keyboard Shortcuts," and some of the comments do a good job of describing what that should look like and why, particularly this one:

But the description in the OP and many of the comments are not about keyboard shortcuts at all - they are about bulk editing transactions. That is also a worthy feature request, but has almost nothing to do with the title of this thread, which seems to be leading to confusion. A couple users even noticed this and tried starting new threads that are actually about keyboard shortcuts…only to have them merged with this one.

@Coach Natalie could you (or another admin) maybe edit and/or split this into two idea threads so that it is clear what we're voting for?

Need to add Shift + Click as shortcut to select multiple transactions, extremely time consuming to click one by one. Also filter by date in registers would should be a basic filter, and it's not.

More and more people use Fidelity's cash management accounts or regular brokerage accounts as checking accounts. The main reason I won't be renewing my subscription is that SimpliFi doesn't currently allow these accounts to be treated as checking accounts, which is a feature I am looking for. I hope to see this issue addressed by then, otherwise I'll be forced to cancel.

Please bring back the easy to view feature of “available income after bills & subscription” - I do not understand why you would remove this? How would we change our spending plan each month to ensure adequate margin / savings? Now I have to go backward and do math myself and track the “available funds” separately.

I don’t mind the combination of subscription and bills but it would make sense to make the subs a subcategory within this menu. A $12 monthly subscription is different than the monthly mortgage or electric bill. Grouping these separately is useful to track which ones we can get rid of or do without temporarily.

If and when we are able to include splits in Reminders, I would like those Reminder splits to show up in the appropriate sections of the Spending Plan. For example, if I have a split Reminder for a paycheck showing:

• Income=$+1000
• Insurance=$-100

I would like those splits to show up Spending Plan like this:

• Spending Plan | Income — $+1000 (the Income)
• Spending Plan | Bills — $-100 (the Insurance payment)

In other words, I would also like to have a recurring split Reminder show up as separate reminders for purposes of the Spending Plan — before the actual transaction for that Reminder comes in.

(NOTE: This is slightly different from having split Transactions treated as separate transactions.)

It would be great to be able to compare the amount of money spent for a given budget line to the chronological progress through the month at the time of viewing the page.

Simple basic example shown below showing a line to indicate the day of the month compared to the amount of money spent during that month:

@SRC54 and @WJB - Thank you for responding to my related post, although I think my post goes a bit further regarding this issue (brokerage accounts that also function as cash accounts) and suggests that Simplifi already has all the data needed to enable brokerage accounts’ cash transactions to be identified as such and treated as any other cash transactions is treated regardless of the account it resides in. I’ve upvoted your request. However, I think a more helpful feature would be to govern treatment of transactions at the transaction level rather than the account level.

See post here:

I should add that I know I can check a few boxes to include/exclude some cash transactions in brokerage accounts from reporting, but this does not solve the full set of problems with the current lack of functionality (as explained in my post).

I should also add that I am a LONG time Quicken Classic user, and I am trying to set my kids up with Quicken Simplifi. I REALLY want it to work for them. But it doesn’t, largely b/c of problems like this.