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@DannyB Thanks for the clarification. I hope you get something. I currently have a Savings Goal but never have found them too useful for me.

I don't need a goal for savings. I just save. 😀 I have an amount in my head as a limit in my Checking account. When it is over that on the last day of the month, I move the extra to Savings. I did it just now.

The Devil is always in the details.

I have exported data from Quicken/Simplifi for 15 years just so i could get the view you finally created with Spending Plans in Simplifi. THANK YOU THANK YOU.

Key item: What is the actual cash I have left and how did i get there

Income

Minus Bills

Minus Planned Spending

Minus Other spending

Minus what i shoved into 401K, or Health savings account, or rainy day fund, or investment accounts (yea all of the cash that i did not SPEND but I CAN NOT ACCESS)

leaves you with what cash I really have left to spend.

I actually liked bills split from subscriptions. With all the streaming platforms that are out there is was so helpful to get a quick glance at what im paying for in order to identify things that maybe i can swap our or eliminate all together. its nice to filter to it, but would be better to add the type as a column that you can sort by.

Seems like everyone uses the term Bills and Subscriptions differently which is they way things work in general. Might be nice to allow for an individual to rename the titles to make sense for them? Then folks could manage their categories as they see fit.

Example:

Bills = Non Discretionary. Subs = Discretionary

Bills = Bills. Subs = Automatic payments

Bills = Non recurring Bills. Subs = Recurring Bills

Bills = Essential Bills. Subs = Non Essential Bills

etc etc.

That said, I'd still like to see them all in one line BUT broken out by the Bills and Subs to eliminate clicking into sub menus.

Here are some of my initial thoughts:

• There is wasted real estate in the lefthand menu. There is a lot of white space between the category/grouping and the amount that would be much better used for the transaction details. Having the option to collapse/minimize the side bar might also be helpful, especially if wanting to maximize view of the transaction columns on a small screen.
• I like Income and Goals having their own groupings.
• Transfers should be separated from the Bills/Subscriptions as it's very confusing/visually overwhelming to me to have those intermingled.
• Undecided on whether I would prefer Bills & Subscriptions to be separated by default or if the ability to filter is sufficient for me.
• I like the separate sections for the Excluded items.
• I wish that Bills (i.e. all Series types) had the option to display more columns, including the ability to sort and with "sticky" selections. This is the only place that doesn't have at least some ability to customize the column views. One use case for ability to sort: sorting by category instead of date would make it easier for me to identify transactions that were inadvertently included/excluded. I use tags and notes a lot, including on recurring transactions, and would love to see that information at quick glance.
• While I think I overall like the spending plan update, I agree with many others that this redesign was by far not the top priority for me and would rather have seen development on goal registers, enhanced split transaction functionality, including planned spending in cash flow projections, rule improvements, full transaction details for upcoming reminders, or creating transactions from reminders (just to name a few). And yes, I have voted for all of these ideas and commented on many of them as well!