Best Of

This would be amazing, but I recognize that this is complex. Really it is just an Amazon account reconciliation that would reconcile all Amazon transactions on their website to the transactions in Simplifi. Allowing easy identification and splits for activity.

Please implement this feature. I often want to exclude tags, categories, or transaction types from a sum. Right now there is no way to exclude, so I have to select only that tag, then subtract that sum from the overall sum. Very tedious when looking at a lot of different combinations of tags and categories.

I would add to this, for W-2 Salary, we also need it to aggregate and summarize the data for both income and expenses together. For example, the W-2 Income amount is going to be Salary Income - Pre-Tax Deductions. If these categories are assigned to the same Salary Income W-2 line item to signify pre-tax deductions there should be an easy way for the tax form to show the net amount so that you can compare to W-2's received to ensure accuracy.

I would summarize by line item based on the categories assigned.

With direct deposits going into multiple checking accounts—not having the ability to merge accounts together to track multiple accounts in one plot is a huge bummer.