Best Of

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 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.

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.

Another customer asking for this improvement!!

Looking forward to the implementation of this Rule enhancement!

I own my own business, and sometimes I am making purchases to a payee (such as Amazon) for both personal and business expenses. When categorizing rules are made, they affect all accounts, so if the rule is set that Amazon purchases show up as personal shopping expenses, it doesn't seem there is a way to create a separate rule under my business credit card that shows that Amazon purchases get automatically categorized as business supplies. This means that I must go in and manually edit those transactions every month as Simplifi wont give individual accounts exclusive rules that apply to categorization of transactions.

Would be helpful for Apple subscriptions