Best Of

This is sorely needed and can't come any sooner, particularly on the "original description" front. Having migrated after the Mint shutdown, the lack of this makes me hesitant to continue with Simplifi.

Begrudgingly, I feel somewhat held hostage at the moment, unable to extract the data I'd need to migrate elsewhere. The irony, though, is having the ability to migrate elsewhere would make the feel safer sticking with Simplifi, and wouldn't evoke a feeling of helplessness.

The fact that this hasn't been addressed and remains in a "coming soon!" state increasingly makes me tempted to manually copy/paste data from each of my many transactions since the Mint shutdown and cut my losses before the problem worsens. Please make it so this isn't the case!

I really like the new changes and look forward to testing them now that they're general release. Thank you.

I just checked and it doesn't. I was probably thinking about Spending Plan.

I still think though that perhaps the past 6 months should show 6 full months, so for example on July 15, show me transactions from Jan 15 - July 15. Especially if it's towards the beginning of the month and you want to get an idea of what spending you do in a specific category/ies over 6 months, to show the past 5 months plus a day or a few is misleading.

@RobWilk

One other argument against the "monthly" reports… Months can be 28, 29 (feb leap years), 30, or 31 days - that's about 10% potential difference in number of days - so when it's by month , it's never "apples to apples".

I get it that you don't like this idea ... But that's a bit of a stretch. Many expenses are monthly, not daily. And all the months but one have either 30 or 31 days.

There's a good reason why Simplifi has "Month" as one of the reporting intervals (and provides a Monthly Summary, and has a Monthly Spending Plan). And why all bookkeeping software provides monthly reports.

@RobWilk

To clarify: Is this idea post to "Exclude" the current month, or have 5 solid months with 1-2 partial months? If the latter, i might change my vote.

The idea is to exclude the current month and, for example, to show the previous 6 whole months.

@EL1234

The "Jan-15 to Jul-15" idea is a different suggestion. It would cover 6 months, but I'm not sure what column breakdown is being suggested. Would there be 7 columns (5 full months and 2 half months)? Or would each column cover from one mid-month to the next mid-month?

Personally, I think in months (like the Spending Plan). So for me that would be less useful.