Best Of

@Coach Natalie,

"I'm not sure why the Expense Name field would be empty. When I leave it empty and just select the category for a newly created Planned Spending expense, Quicken Simplifi defaults the name to the category selected. When I edit the expense again, that is what I see in the Expense Name field."

I think there is a pretty simple explanation. Basically, this appears to be an issue only with expense series that were created before certain changes were made to the expense series creation logic.

The images @SRC and I posted were of expense series created some time ago. Apparently, at that time the Expense Name field was left blank if not manually filled by the user. Now it seems the logic has changed such that Simplifi actually fills the Expense Name field if it is left blank. That's good … and mystery solved!

"You may need to delete and recreate the Planned Spending expenses to have the names properly honored in the sorting."

That would work. Or maybe just change the Category, change it back, and hit Update. It's kind of a shame there wasn't logic put in place to update the legacy expense series for the user, but it is what it is.

Is there an update on this? It's urgently needed and I strongly hope it will be implemented very soon!

I just accidentally deleted a transaction I was going to recategorize and then changed my mind on. I hit the button to the left of 'update' very quickly, assuming that - as is true in most software - it'd be a 'cancel' button. I now can't find the transaction and see that that button is instead 'delete'. I can't believe it deleted it with no warning before doing so, and now I can't get it back! This goes along with several other features of Simplifi as something I can't believe is still happening in professional software like this. Thanks so much for considering this request!!

I upvoted it. It would be nice in cases where you need to document duplicates you deleted as well.

Please let us sort by bill type instead of just filtering! I was using 'Bills' and 'Subscriptions' for different things and I'd prefer to be able to see them both on the same page, and expand them separately, like before.

The UI looks cleaner however new grouping of transfers under bills creates a messy situation.
I use transfers from savings to offset the upcoming planned expense, so that my available balance shows correctly. Example: I have planned $7k for travel expenses. I saved them in savings account. If I just add planned expense, then the formula typical income-bills - $7k = -(available balance). That is not true since I saved up money through goals for this specific expense. To fix it, I transfer money from savings to checking and I exclude negative transaction, but make positive transaction visible in spending plan. Then the formula goes Income-bills +$7k transfer -$7k planned spending = +( available to spend).

With the update the formula still calculates correctly. However, because my positive transfers are reflected under Bills, now bills show +$4k. That really messes up financial picture.
please fix either grouping of transfers under bills (ungroup them please) or figure out how to accommodate the scenario of pre-saved money for upcoming expense so that available to spend is not affected by it.