Best Of
Re: Ability to visualize my data using a Sankey diagram (edited)
How is the Sankey diagram not already a feature? This is a necessity for monthly/quarterly summaries.
PO, please move this to the top of your backlog.
Re: Ability to visualize my data using a Sankey diagram (edited)
Would love to have this as well, any plans on the roadmap?
Re: Ability to visualize my data using a Sankey diagram (edited)
Sankey Diagrams were the main reason I used [removed], and I was sad to lose that functionality when I switched to Quicken Simplifi. Even though Simplifi is the better choice, adding Sankey Diagrams would be absolutely amazing.
Re: Ability to visualize my data using a Sankey diagram (edited)
This would be great.
And there is already a nice Sankey diagram javascript library on Plotly:
https://plotly.com/javascript/sankey-diagram/
Dognose
Re: Ability to visualize my data using a Sankey diagram (edited)
I found this suggestion wondering if there is a way to export my annual data in a convenient format for this.
ender
Re: Ability to visualize my data using a Sankey diagram (edited)
Would love this for monthly and annual budget allocation meetings with spouse/family for visualization.
Davidd
Re: Why are Zelle payments automatically classified as Transfers when they are payments?
I was more frustrated when a Zelle transaction came in from a certain relative, and Simplifi decided to change the name of the Payee to another relative (with the same last name) who also sends Zelle sometimes. I spent a long time trying to trace down the issues that it caused!
It doesn't bother me much if they come in as Transfer, since I anyways look at all transactions and confirm the category etc before marking them as Reviewed.
EL1234
Re: Enhanced Reports: Share your feedback here!
Coach,
The beta version export is not user friendly at all. Please encourage the developers to figure out how the exported data can look just like the current version of exported data - one line per transaction. The beta version contains too many lines of "no real data" that makes any exported data cluttered and requires too much data smoothing work.
Thanks for listening.
NavyGolf
Re: Enhanced Reports: Share your feedback here!
Excellent addition! More analytics is always appreciated.
Immediate comment so far: I was there was an collapse all / expand all option at the top for easy maneuvering.
MishaM