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Cash flow usabilty improvement suggestions

RobI · 2026-05-05T02:43:02+00:00

Several suggestions. * Cash forecasting is such a key feature its a shame its so hidden under Bills and Income. Instead Link to launch Cash Flow directly off of Spending Plan or its own main menu. I constantly find myself toggling between both features but need several clicks each time/ * Make Cash flow account defaults…

RobI

Several suggestions.

Cash forecasting is such a key feature its a shame its so hidden under Bills and Income. Instead Link to launch Cash Flow directly off of Spending Plan or its own main menu. I constantly find myself toggling between both features but need several clicks each time/
Make Cash flow account defaults sticky. I have to reset prior account settings every time I relaunch Cash Flow.
Eliminate assets completely from cash flow. House value in particular dwarfs the Y-axis scale of the chart as its several orders of magnitude larger than monthly cash balance. (Also its an asset not cash at all).
Option to display a table view with with just the reminder and cash total values by date. Mobile iOS app already offers this

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Comments

EL1234

Since I only/mostly look at cash flow for one account at a time, I've found the quickest way to get there is just to select one account in the Transaction list area. Then you can see the cash flow above the transaction list (you may need to click the little arrow to expand it).

I would love to have #4 and with a search bar as well! Sometimes when I'm reviewing things and looking ahead, scrolling through the carousel can get pretty clumsy.

Edit: if there was a quicker way to get to the cashflow for 2-3 specific accounts that I want to see, there's a chance that I'd look at their cash flow together. But the way it is now it's easier for me to click from one to the other.

Coach Natalie

@RobI, thanks for sharing your suggestions regarding projected cash flow with the Community!

The best way to request changes or enhancements for Quicken Simplifi is to create an Idea post for each enhancement so other users can vote on it and our product team can review it. Our FAQ has more details on Idea posts here in the Community:

https://community.simplifimoney.com/discussion/998/creating-and-voting-for-ideas-in-the-community

In this case, however, it appears we already have requests for some of the items you mentioned. This one covers numbers 2 and 3, as other users discuss not wanting assets included by default, and being able to have the account selections saved would solve this:

https://community.simplifimoney.com/discussion/1554/save-account-selections-on-bills-income-cash-flow-page-edited-6-merged-votes

We also have this one you might be interested in:

https://community.simplifimoney.com/discussion/3954/remember-the-date-range-selection-on-bills-income-cash-flow-page-edited

And I believe this may cover number 4 for you:

https://community.simplifimoney.com/discussion/9699/web-app-ability-to-see-just-the-amounts-in-the-projected-cash-flow-like-mobile-edited

Be sure to add your vote and feedback to these Ideas, and then follow them for updates! Otherwise, I think EL12134 gave great advice on using the cash flow in accounts themselves for easier access. Our article here has more information on this feature: https://support.simplifi.quicken.com/en/articles/3357429-using-projected-cash-flow

Let us know if this information is helpful!