Add an Account column to Bills 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.

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?