Best Of

The UI looks cleaner however new grouping of transfers under bills creates a messy situation.
I use transfers from savings to offset the upcoming planned expense, so that my available balance shows correctly. Example: I have planned $7k for travel expenses. I saved them in savings account. If I just add planned expense, then the formula typical income-bills - $7k = -(available balance). That is not true since I saved up money through goals for this specific expense. To fix it, I transfer money from savings to checking and I exclude negative transaction, but make positive transaction visible in spending plan. Then the formula goes Income-bills +$7k transfer -$7k planned spending = +( available to spend).

With the update the formula still calculates correctly. However, because my positive transfers are reflected under Bills, now bills show +$4k. That really messes up financial picture.
please fix either grouping of transfers under bills (ungroup them please) or figure out how to accommodate the scenario of pre-saved money for upcoming expense so that available to spend is not affected by it.

@Coach Natalie Nor am I. The only two that were empty this morning were Essentials and Concomitant. Essentials has always been first in my list, and I didn't mind because it was my major expense. But now they are all explicitly named and in alphabetical order. I like being able to do them by amount as well.

I'm loving the new spending plan interface. My one issue is that the "Available to spend per day" number disappeared from my Spending Plan tile on my dashboard. This was the primary metric I used to make budgeting decisions—would love if it was brought back.

I liked it much better the old way. I don’t like that transfers are included in bills. They aren’t bills. Also can not hide the positive side of the transfer. I preferred subscriptions and bills to be separate but I can deal with that. Please separate transfers. Thanks

I just wanted to add, one of the main appeals of a 'debt payoff goal' feature is being able to set it up with something like a minimum payment, and then be able to see the difference when additional payments are made. A nice incentive/progress tracker that clearly shows how much of a difference your extra efforts have made.

For example, I've paid an extra $500 the last 3 months on my car payment, I want to see that I'm $1500 ahead of my expected loan balance, and maybe even show that the expected payoff date is now March 2025 instead of June 2025.

I don't reconcile at all as I just double check with Quicken Classic. Between the two, I catch any errors I've made.

Your method seems as good as any. Some people just use the review column. They leave all their transactions unreviewed (marking unreviewed any transactions that Simplifi automatically marks reviewed) until they get their statement.

I believe @DryHeat is right as mine were not sorting alphabetically either and the first three random have no Expense Series Name specified. They sort correctly on amount.

I added the default name into the Series, and now it is alphabetized.

Sorting by Name does not work correctly.

As you can see in the image below, "Dining Out" is sorted above "Auto Expense." This persists even if I sort by amount, then resort by Name (as I did multiple times before taking this screenshot).