Best Of

Still adjusting to this new layout. Like any change it will take a bit of time to adjust to the new design and functions.

Initial reactions:

• I like the new summary view in the left column.
• The way "Bills" when selected displays the data for my fixed expenses is where the most transitional work will be done on my part. My initial response to this section is that I miss the separation of Bills (fixed non-discretionary), Subscriptions (fixed discretionary) and Transfers all with the dropdown feature. The main thing here is the "neatness" of the landing page. Selecting "Bills" and then seeing a long list of all my recurring expenses is too much like seeing my bank account registers. Seeing the summary with the option to have the details in a dropdown list was more pleasing to me.

I've been waiting a long time for this as well as the other commenters here. I have written before too. Cajoling the folks at Simplifi seems not to work for this request (which should be a logical item any financial software).

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I agree with this comment and have the same question.

@Coach Jon Tried deleting and reinstalling the app on my phone and can confirm that it did not fix the overspent error. Still shows same as before.

Also confirmed that if I force an overspend by changing one of the category amounts that this does not affect the erroneous overspent number by the total planned number. So it appears like it is a frozen snapshot value that the mobile app won't let go. Occurred after the Spending Plan update so I'm guessing the app is stuck on that snapshot of the overspent number. We'll see if it resets correctly next month.

Hello @silentdream,

Thanks for the reply! I would see if uninstalling/reinstalling your device works to resolve the issue you are seeing exclusively on the mobile application. Let us know!

-Coach Jon

I don't necessarily think linking to a transaction is the best option, but creating individual (separate) savings goal transactions is probably the best bet.

Also, giving them the ability to act as separate accounts under the account it is "taking" the money from would be a huge functionality addition.

Can we merge some posts?

This suggestion has already been submitted for consideration. We've been asking for this and we hope soon to get it. Thanks.

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We have recurring transactions that each month I have to split to several accounts. It would be a great benefit/time saver if Simplifi could do this for me each month.

I've been using Simplifi for about two years. We have a retirement annuity (with tax and health insurance deductions), Social Security benefits (with Medicare deductions) and a mortgage (with PITI splits). Except for the mortgage, the income deposits have the same amounts for the splits for an entire year. And although the mortgage splits change from month to month, it would still be easier to edit the splits rather than to create them. It's long overdue that Quicken/Simplifi should have the functionality to make these recurring splits.

I agree with this. Also. When the transaction. Is flagged or marked reviewed,the splits are marked the same no matter which type of account.