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Add an Account column to Bills and Income in the Spending Plan (edited)

Gaberino

I would like to be able to see which account my bills/subscriptions are pulling from for planned spending. You can link the transaction and set up the recurring event that is pulled from the host account, but Simplifi doesn't "bubble up" that piece of information to the Spending Plan UI or reports as a filter or column.

It would be nice to see I have $1380 coming from Savings A, then $260 from Credit Card, and then $1528 from Checking B.

Not all of us pay bills from one account.

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Spending Plan

Feature Request

Status: Active

Comments

DannyB

@Gaberino

This information is available when you click through to the detail page for each Planned Spending category. For example, I have a "Grocery" Planned Spending cat and when I click into the detail pane, I can see each transaction, and which account each transaction is drawn from.

Is your idea for something different?

rcbell

I would like to "up vote" this request. While you can see the Account for a bill by clicking on a particular bill, the request is to add Account "as a filter or column" in the Bills overview (of the Spending Plan). I completely agree with the need for this. I pay bills from two different accounts (a credit card and a bank checking account) and I have to manage these two differently. I would love to be able to filter or sort my bills by Account to help with this.

SRC54

@rcbell I think a lot of us would like to see the Spending Plan mimic the new Account Register so that the user can decide what fields to show, tags, notes, accounts, etc. Now that the new Register has rolled out to all early access and will soon be finalized, maybe there'll be work on that down the road.

jaywgraham

Currently you only have a column showing the account associated with the expense in the "Other Spend" Tab(?), Hub(?), not sure what to call them. Would like to see the associated Account in the other two of these with the income or expense entry: "Income" and "Bills".