Watchlist: Restrict timeframe for analysis

vchan

I began using Simplifi in August 2024, but the Watchlist relies on data from the past 12 months for its analytics. As you're aware, depending on the financial institution, some accounts may not have data older than 90 days from when the account was first linked. As a result, the 12-month average and future projections in the Watchlist are inaccurate. This issue could be easily resolved if users were able to choose the timeframe for the analysis.

If this solution were available, in my case, I would set the start date for the analysis to begin only after all my relevant transactions and data were imported into Simplifi.

UrsulaA

There is a feature request that is "planned" by Simplifi to assign a start date to a watchlist. Planned means that the development team will start working on implementation sometime.

It looks like the idea will meet your need if implemented.

Ability to enter a Start Date for Watchlists (edited) — Simplifi