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The navigation panel (on the web) seems to be much wider than it needs to be. There is a large gap between the name of the section (like Planned Spend) and the dollar amount.

That horizontal space could be better used in the transaction/reminder listing panel.

One single data point, FWIW…

I just spent my weekly 45 minutes helping an 85-year-old relative use Simplifi. (This relative has had a lot of difficulty staying on top of her finances. I introduced her to Simplifi 3 months ago as a last ditch effort.)

She has had difficulty grasping the point of the Spending Plan up to now, but the new layout seemed to make it much easier for her to follow. (Although today's new topic, Savings Goals, is still a bit mysterious.)

As we went over the Spending Plan, suddenly she said, "Oh, I see. You start with this, and then you take out this this and this, and you end up with this."

And I said a silent "Hallelujah!"

The overspent number above is entirely inaccurate!

The Idea post for column selections sticking can be found here:

I do not like the new Planned Spend set up. For one the bills are all lumped together. I preferred to have the Bills, Subscriptions and transfers/Credit Cards all separated out and I do not want to have to filter by each category when I want to look at that category. I want to see an overview of Bills, Subscriptions and Credit Cared/Transfers at a glance and not in one long list.

Secondly, the columns in the Planned Spend are cluttered and the width is not appropriate. The date field specifically is very wide which shortens the column width for the Payee and category which are cut off. Additionally, if you modify the columns it resets to default when moving between different planned spend categories. Modifying the columns to revert back completely defeats the purpose of modifying the columns. Some people may want the other columns but we should be able to choose which columns appear and that setting should stay when navigating between categories. Please fix the default width of the date column so it is more appropriate and allow column modifications to actually save.

Thirdly, The Income and Bills have excluded transactions as a separate field below the main section. Please put it back in the main section and not separate. I want to see all the transactions in that Category and not have to click extra buttons to see it or scroll through a wasteland of extra landscape of screen to view the excluded transactions.

Personally I do not care for the Spending Plan updates. Too "unicorn and rainbows" and less financial business. Please revert it back to the previous version or at least give the option for those who really find the new updates inconvenient and not conducive to monitoring and planning financial budgeting.

@elewing

"I have to manually resize or hide columns, and worse, it doesn't even remember my preferred setup as I navigate between sections!"

It's a bit weird and inconsistent.

• In Other Spend, it remembers the column setup as you click on different category bubbles.
• In Planned Spend, it doesn't remember the setup when you open different planned expense items.