UI Changes

SRC54

The smaller icons in the the new Menu Navigation are harder for me to see. (It's worse in Chrome than in Safari).

Also, the order is different on the web app than in the iOS app. The App has Spending Plan on top (as it should be) in the Planning Section. Goals is first in the Web App. I think it should be 3rd below Spending Plan and Bills and Payment.

Also, Simplifi is really pushing this set up transfers thing. It's everywhere and I can't get rid of it. It takes up real estate in the web app. And there is no way I am setting up transfers in Simplifi. Please let us turn this off!

It would be ok with me to turn off the Cash Flow thing too. Yes, you can hide it but it comes right back next time.

TheReal702

I agree with you on the cash flow thing, it's quite annoying.

What is this transfer thing you speak of? I'm not seeing it.

SRC54

It's everywhere in 4.34 Web App. It's at the top of both my checking accounts and my savings account. It's also in Settings. I went there to try to turn it off. I even clicked on it to see if I looked at it if they would be satisfied.

Nope. The icons to the left are very hard to see. And confusing. The one for investments is a bar chart. That doesn't make me think of the Stock Market.

TheReal702

I know this doesn't help you, but I'm on 4.34 and don't see what you're seeing with regard to transfers.

SRC54

It's at the top when you go to your transactions for your online bank accounts. It is above the Cash Flow chart. I just checked again in two browsers.

TheReal702

I believe you, but it's not visible to me. When I select my checking account, there is nothing above my cash flow chart other than the name of my account and the balance with pending amount. I hope this helps with diagnosing your issue once one of the coaches comes in and reads this thread.

RobWilk

For some of us (i believe including @Coach Natalie ), it is not yet available. It may vary by supported bank, or maybe their rolling it out slowly.

SRC54

Thanks. I don't mind the feature, and perhaps I might use it in the future. Right now, all my banks and investment firms are connected so I prefer to initiate transfers through them. I am sure they have safeguards but I don't want to risk it right now. And once I know I can do it, the reminders at the top of the page should go away.

I don't hate the icon changes except they are a bit small, hard to see for a 70yo, and the order could be refined.

RobWilk

The thing about it being smaller is you can fit more stuff on the screen. You could always zoom in with your browser, get glasses/contacts, or get a bigger display if needed. I am now 50 and take pills which worsen my vision, so i know the struggle.

SRC54

Yes, I agree. I just want them a bit clearer. They are very light. I fiddled with increasing size but Safari just made everything bigger, which I didn't want. I don't know why they changed the icons when they reordered them.

Coach Natalie

@SRC, thanks for posting your feedback to the Community!

For the sort order of the "Planning" section in the new navigation menu, it sounds like you want the same order as what's been requested here:

https://community.simplifimoney.com/discussion/10660/change-the-order-of-the-planning-section-in-new-navigation-menu-edited

For the Projected Cash Flow section to remember its collapsed state, I'd suggest adding your vote and feedback here:

https://community.simplifimoney.com/discussion/2405/remember-the-expanded-collapsed-state-for-the-projected-cash-flow-upcoming-section-edited

For the issue with being prompted for Account to Account Transfers, if I remember correctly, I exited out of the notices and they haven't returned. I wonder if something in your browser cache isn't saving your selection. Have you tried from a different browser or in incognito mode, by chance?

If the issue persists, I'd suggest posting about it in our feedback thread here:

https://community.simplifimoney.com/discussion/10400/account-to-account-transfers-a2a-share-your-feedback-here

As a side note, Account to Account Transfers has only been enabled for 25% of users thus far. For anyone who wishes to inquire about A2A, the feedback post I just linked is where you'd want to do so.

I hope this helps!

-Coach Natalie

RobWilk

@Coach Natalie Youdidn’t address the icon size issue, unless i missed it. I like the smaller icons, but @SRC54 did not. Perhaps a toggle somewhere to choose size might be an idea post idea?

Coach Natalie

Yes, any additional requests for the new navigation menu can be made via an Idea post:

https://community.simplifimoney.com/discussion/998/creating-and-voting-for-ideas-in-the-community

Thanks!

-Coach Natalie

SRC54

@Coach Natalie Thanks for the feedback. The icon size is probably just a tad small, but they are just hard to see. The order is also different in the mobile app than in the web app. I didn't post an idea yet because I figured these UI changes are in flux, so I wanted to let you know my concerns. I already tried multiple browsers, signing in and out, etc. in reference to Transfer stuff not going away but will try some other things and let you know.

EL1234

I agree that the new icons which are much slower and seem to have less contrast as well are much harder to see and find. And since there are no words until you hover, it makes the app harder to use.

DannyB

When I move my cursor to the Navigation Menu, the menu instantly pops out with the text list of all the options from top to bottom and clicking on any selection takes me instantly to that page with no time lag.

UrsulaA

https://community.simplifimoney.com/discussion/comment/43468#Comment_43468

I have the same experience with the new navigation.