Best Of

This is really frustrating. Even if I import everything into Simplifi right away, I ran into this issue after accidentally overwriting an asset and then recreating it. It would be much more reliable if historical transactions were properly reflected in net worth and market value calculations, rather than just pulling snapshots of the current value after account creation. That said, the 'import history' feature does help.

I used Quicken for over 30 years before starting with Simplify and was able to create Net Worth reports for all previous transactions. It is surprising that Simplifi has not added this feature. This is an important feature for anyone using this type of software and should be added to Simplifi as soon as possible. I am certain that many Simplify users will consider switching to competing products if this issue is not fixed.

Agreed!

I would use this, already added my vote (was going to leava a comment then, but had to run out for a dental appointment).

Great idea. I've tried for a while to think of something to do with old Spending Plans. This would give them some purpose. Upvoted!

Great idea! A great way to see your trends over time!

I noticed that recently too (probably a few weeks ago?). I have a feeling they are "experimenting" with it internally to see what it can do, and want to make sure they have your permission well in advance of the AI studying your spending habits. Most of what I see in the app wouldn't qualify as 'AI' but i can imagine where it would be helpful.

On my system, it seems to have been enabled by default.

When they do release this feature they should probably change the default to disabled. And also explain what parts of the user's data will be available to the AI system if it is enabled.