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Re: Income & Expense Report: Share your feedback here!
@Coach Natalie Well, I cleared my cache but it still happens in Chrome. And I can now reproduce it at will. Even the last 6 months time frame will work. Bring it up, go to filter on specific accounts, click "apply" and before the chart has a chance to refresh, mouse hover over the closest month you can reach. Wait, strike that. Even it you leave your mouse alone after you hit "apply" it does it. It will display that mouse hover permanently after the screen refreshes. I haven't tried any other browsers yet, but hope to have a chance later. BTW - I use Simplifi in dark mode. (who doesn't?) Maybe that's the trick? So I switched to light mode. (ugh) It still does it. Rest assured dark mode is back on again…
PS - I even tried it at different zoom levels (ctl +-) and it still does it.
Re: Income & Expense Report: Share your feedback here!
I agree with @Willowbean. It's an ok update for that report, but I don't really use that report very much if at all. The truely game changing update would be for the for the Spending report to compare a previous period with the current period in a graph format like Mint. That report alone would justify the increase in the Simplifi cost for me. I use that report way more often than the Income and Expense report.
Re: Ability to Rearrange or Sort Savings Goals (edited)
Even if we can't rearrange or sort Savings Goals ourselves, it would be good if they would at least stay in whatever order they happen to be in and not move around while we are working on them.
Here's why I want this…
When I contribute to a goal in the Goals | Savings Goals | By goal display, sometimes it moves into first place in the listing but sometimes it doesn't. Either way, the goals usually change order when I complete the contribution, moving around to different locations on the screen.
When I am contributing to a number of goals at the same time — like on the first of the month — this makes it difficult to make sure I am actually getting to all of them. I end up opening some of them multiple times as I go through them. And then when I think I'm finished I have to open each of them one more time just to check that each got a contribution.
If they stayed in order I could just go one-after-the-other and be done with it.
DryHeat
Re: Transaction Activity – Notes not fully displayed (edited)
@Coach Kristina, I say that if you are not able to replicate, then we can chase this further. I have used both Edge and Chrome browsers. Also, I log out of Simplifi frequently during the course of working with the app so that I don't make an entry that is incorrect.
So, at this time, if it can't be duplicated, I recommend we close until it happens again.
Re: Nationwide Retirement NOT resolved - FDP-106 (edited)
@Coach Kristina - For me, I click the "Log in" button from which takes me to to log in.
This is for a 401k account.
I've been experiencing this for several months now. The last time my account shows a balance update is May 14, 2025.
Re: Income & Expense Report: Share your feedback here!
@DryHeat From the explanation you have provided, I changed the Income & Expense to be a daily view and scrolled to the bottom. When this was done, I see the slider for horizontal movement is available. Thank you for the guidance.
Re: Allow Investment Transactions to Impact Manual Investment Account Balances/Portfolio Value (edited)
I'm totally befuddled as to why I can transfer cash from my checking account to my manual investment account, but then the dollars don't get reflected anywhere. It's a ghost amount.
For example, I transfer $5k from my checking into my broker account. The transaction shows as a withdrawl from my checking and the investment transaction log shows a deposit of $5k. But nowhere is that $5k reflected in any of the balances or holdings. It is simply lost from my balance sheet. This is a phantom transaction loss.
It was suggested that I go into my broker holdings and manually add a holding of $5k cash. But why should I have to do that? The transfer is already recognized in the registers so why not automatically show it as a holding of cash. Also, if I manually enter a $5k holding of cash, that transaction is not documented anywhere. It will be super easy to miss transactions and make mistakes.
Re: Ability to Create Transaction Rules for Amounts and Accounts [edited] (7 Merged Vote)
Another customer asking for this improvement!!
Re: Ability to Create Transaction Rules for Amounts and Accounts [edited] (7 Merged Vote)
Looking forward to the implementation of this Rule enhancement!
DannyB


