Best Of

In the accounts section it defaults to expanding all of my accounts. It would be nice to be able to adjust the default to have all of my accounts minimized. Seeing the overall balances of banking, investments, Assets, and Liabilities is all I need a majority of the time.

I had a similar issue last week, deposited two checks at an atm. Each check corresponded to a certain planned income. There's no way to attach each split to the series, so I had to just dismiss one of the reminders, connect the other reminder to the deposit, and then set up the splits. (If you do the splits first and then connect the transaction to the reminder, it wipes out the splits.)

Quite annoying since it means I can't rely on looking at the series history. To see the income history for that job, I instead need to search for the payee name (and I have to put both names into the "Payee" of the deposit).

I second this request! I can't believe this isn't already possible!

Today I was reminded again why splits need to be treated as individual transactions. Apple is now billing multiple subscriptions together, and I have reminders set up for each one. But I can’t actually use them because I can’t assign the bundled charges to the individual reminders. Now I’m stuck with gaps and mismatches since the bundling is random.

This isn’t a nice-to-have. It’s a must-have. This is basic functionality for an app at this price.

The issue here is simple, Simplifi.

If my bank account has 3 cleared transactions: +$10, -$5, -$3, today's balance is $2, and Simplifi shows me $2. Great!

But if one of the transactions (e.g. -$5) doesn't get imported or is accidentally deleted, my account in Simplifi will show transactions +$10, -$3, but the account balance will still show $2 because that's the balance coming from my bank.

Now, because the -$5 expense is missing, my spending plan data is incorrect, so my reports are incorrect, but I might not realize it because the account balance looks correct and might not raising any flags.

In this example, it would be pretty easy to realize the issue because 1 of 3 transactions is missing. But imagine if my account had hundreds of transactions? Thousands of transactions? Without a running balance, you're making it extremely difficult to figure out what is going on.