Best Of

Has any inroads been made on this? I also basically live out of my brokerage account in lieu of a traditional checking account, with my paycheck direct deposited to it and I pay all my bills from it, so being able to see my direct deposit into my brokerage account auto populate as income and not have to manually enter values would be nice.

Hello @scottnliz,

Thanks for posting your suggestion to the Community!

In regards to keeping a manual account balance in sync with your bank balance, this is accomplished by manually entering the transactions that took place into the register so that the data would match what your bank has, including the balance.

I have, however, turned this into an Idea post requesting the ability to manually update the balance of a manual account so other users can vote on it and our Product Team can review it. Please be sure to add your vote as well!

-Coach Natalie

The solution 'should' have been (if everything worked right) mark the existing apple wallet account as manual rather than deleting it, then relink (when re-connecting to apple wallet) the apple wallet account to the existing manual account.

However, I think you'll find an existing request for backups, probably with more votes. I'm looking for it now: [removed link to merged thread]

Title: Show Total Amount for Transactions in Search/Filter Results

Description:

Currently, when I search or filter transactions in Simplifi, the system shows the number of transactions but does not display the total dollar amount of those transactions. This is a major limitation, as one of the most common use cases is to quickly answer questions like:

• "How much did I spend at Merchant X last month?"
• "What's the total income from this Category during the year?"
• "What are the combined amounts of these filtered expenses?"

Right now, the only way to get totals is to:

1. Build a report (much slower than search), or
2. Export the results and total them manually in Excel/Sheets.

Requested Feature:

Please add a total sum line at the top (or bottom) of the Transactions list that dynamically updates whenever a search, filter, or query is applied. Ideally this would include:

• Total Amount ($) of filtered transactions
• Transaction Count (already available, keep it)
• (Optional) Average Amount for quick insights

Why This Matters:

This is basic functionality that Mint and other budgeting apps provided, and it makes Simplifi much more powerful for day-to-day tracking. Many users, myself included, often need quick totals without generating a full report. Adding this would eliminate a major frustration and make Simplifi much more efficient.