Best Of

@paleosteve That's a great idea! I also would like to start with Spending on the Insights page. I'd been thinking of suggesting those tabs be swapped, but your suggestion to make your preferred view "sticky" is a better option! Thanks!

Hello -

I've been using Simplifi for a month and here is my initial feedback. I have 2 checking accounts, 3 credit cards, mortgage, 1 investment account and several retirement accounts. I think, quite common setup.

The biggest thing I wanted to have was to see all accounts in one place. I was able to do that, with most accounts linked automatically and 2 set up manually (1 pension account, and mortgage). I also contacted support a few times, and with one exception, staff was knowledgeable and helpful. Calling yourself couches feels a little annoying. I am Comp Sci Professor, but I find introducing myself as Professor Felix comes across condescending.

Finally, I am GenX and probably some features resonate better with younger audience.

With that introduction, here are two main things that I don't like. First, most of the applets on the dashboard are absolutely useless. 5 spending applets, Savings, Achievements - all look like coming from computer game or high-school class project; not from real financial program. I may be totally wrong, and maybe other people love them - so my real problem is that I can't remove them from my dashboard!

Second terrible thing is that I can't save parameters on my report. I found most useful report - net worth for my "liquid" accounts - that is, banking and brokerage. Whatever I have in retirement or mortgage doesn't matter - I can't use this. I can create such report (although, I can't use Category; I have to list individual accounts) but when I come to that report tomorrow, all settings (date range and filter) are gone. There are some annoying limitations in the chart itself; but I can live with those as long as I could save the settings.

These are high-priority limitations for me. If those were fixed, I would love to have this "favorite" report right there on the dashboard.

I also came across half-dozen medium priority limitations. Happy to share those, but I don't want to waste time if they are going to end in "thank you for your feedback" bucket.

In summary, I would give the program 3 stars (of 5); but with relatively low price maybe I shouldn't expect more.

It looks like the "Saved Filters in Reports and Registers" suggestion has been "In Review" for 2.5 years. I realize that is not very encouraging, as this suggestion has lots of support and new requests for it are frequent. We can always hope that it will rise to the top of the priority heap, but I don't think anyone commenting here has much insight into how the development team prioritizes things.

Personally, my guess is that a lot of development resources were consumed to enable the recent release of Quicken Business & Personal and broaden the potential new user base. My hope is that, now that they have done that, they may be able to get back to issues that current users need to see addressed.

We need a cashflow projection report that includes planned spending as well as just bills.

any update on ability to export from investment accounts? Thanks.

@DannyB

I see this more as a bug report that should be reported to the development team. (Although I admit that, for me, it's not always easy to draw a bright line between a bug report and a feature request.)

I think that primarily because the various date selection shortcuts work differently in unexpected ways. Not only do some shortcuts exclude the present period while others include it, but also shortcuts whose names indicate they include 3 or 6 months data will, on average, include 2.5 or 5.5 months data.

I think that when @Coach Natalie suggested a feature request, it was based on her understanding that @Super D wanted reports to include future transactions — a marked departure from the way Simplifi works. But what @Super D is really requesting seems more like the correction of an error.