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Cash Flow Transaction Ranking

stacyvance

When using the Cash Flow feature, it would be helpful if it automatically listed any income for a date before all the charges for that same date. It doesn't currently do so, which means at times my cash flows shows a negative balance when there isn't one because my paycheck is at the bottom of a list for the day.

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Comments

DannyB

@stacyvance

Would you be willing to post a screenshot of what you are seeing? It seems to me that the order of a given day's transactions shouldn't matter since all transactions (debits and credits) will be figured into that day's finial balance.

I have three recurring transactions on the first of each month. Two are income and one is a debit. When I hover over the 1st of any given month the order of the list that pops up for that day is name of account with the projected total balance followed by a list of transactions with credits listed first then the debit.

stacyvance

Happy to provide visuals! I'm paid bi-weekly and Simplifi already makes it troublesome to track paycheck-to-paycheck (as opposed to month-to-month). So, I use the Cash Flow function to look ahead two weeks at a go - it's the most reliable way to currently see everything that isn't planned spending.

As seen above, I regularly get alerts that a negative balance is projected when it's anything but. If Simplifi coded the transactions to automatically rank any scheduled income ahead of any scheduled debits/charges for a particular day/date, it would more accurately reflect money in vs. money out.

While it's not insurmountable, for the subscription price and knowing the coding involved, I wanted to point it out.

Coach Natalie

@stacyvance, thanks for providing a visual!

Since you're using the Mobile App, I'd suggest adding your vote and feedback here:

https://community.simplifimoney.com/discussion/4709/mobile-app-show-income-before-bills-on-cash-flow-when-both-land-on-the-same-day

It looks like the Mobile App has been like this for at least a couple of years, so it would be great to have your input on the existing request.

I hope this helps!

DannyB

@stacyvance I was just going to comment that I see you are suing the mobile app. I don't use the mobile app very often and thus was referencing the detail pop ups in Bills & Income/Cash Flow in the web app.

I can see where ordering the daily recurring transactions credits first then debits makes sense.

I'll add my own up vote to the above referenced feature.