Dashboard display question
First time post. Migrating here from NerdWallet, and Mint previously. Still on my 30 day free trial, but liking what I’m seeing and plan on staying. There are a few things that I liked in NW that I’m wondering if possible to configure or recreate in Simplifi. On the homepage of NW it shows you the current income vs spending and gives you a little line graph that tracks your daily spending this month compared to same time last month. Kind of motivating to try to keep that line below last month’s. You can also see the “spending so far this year vs this time last year” with a single click. Easy and interesting to compare as the year progresses.
NW also has a very simple bar graph comparison of spending vs income for the past 6 months on the home page that was a quick and visual way to compare recent months.
Simplifi certainly seems to have a lot more features, and editing transactions is quicker and more intuitive, and I love the lack of ads. Just wondering if there are quick Simplifi alternatives to the couple of features I’ve gotten used to in NW. Thanks
Comments
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Welcome to Quicken Simplifi. As you've no doubt discovered, QS is a bit of a different animal from other personal finance apps. I'm on my phone right now so not convenient to respond to your questions.
The data analysis you are describing is available under Reports. It's not presented in the same format, but it's there and available.
One thing I have found is that I had to make an adjustment in my thinking from a tracking focused app to a planning focused app when I started using QS. It wasn't a difficult switch, but once made I found that QS made much more sense for me.
Danny
Simplifi user since 01/22
”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer0 -
There is an existing idea post for a comparison view which sounds like what you're asking for, the more votes these ideas get, the more likely they will consider adding them, so if you're interested in this, add your vote here by.clicking the up arrow next to the big number — adding a comment to the thread will bring it to the front as well:
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