Default Cash Flow Account (edited)

RobertoT

Hello all. Does Simplifi allows for a default account to be selected when it comes to viewing cash flows, entering transactions manually, etc.? I remember [removed] having this useful feature which would preselect my “cash” checking account when entering a transaction. At a minimum, it saved a click each time. I don’t see the logic on seeing my credit card account first when I click to see my cash flow projections. Thank you for any suggestions.

UrsulaA

For entering transactions manually, over time Simplifi will learn to default to your most frequently used account. I noticed that after a month or so of entering manual transactions to the same account. For cash flow viewing, Simplifi preselects all accounts by default on the main cash flow page. There is a feature request asking for users to keep accounts saved for cash flow.

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Save account selections on "Bills & Payments > Cash Flow" page [edited] (6 Merged Votes) - Page 2 — Simplifi (simplifimoney.com)