Request:
I’d like to see a consolidated Cash Flow Projection that displays the combined projected balance across all selected accounts in a single line graph. Currently, Quicken Simplifi displays a separate cash flow projection graph for each individual account selected. To understand my overall projected financial position, I have to review each account separately.
Desired Behavior:
Allow users to select multiple accounts and view their combined projected balance in a single line graph over time. The projection should aggregate the balances and scheduled transactions (income and expenses) across all selected accounts, rather than displaying separate graphs for each account.
For example, if I select all my checking accounts and credit card accounts, I’d like Simplifi to calculate the combined projected balance by aggregating the starting balances and all upcoming income and expense reminders associated with those accounts. The result would be a single line graph showing my total projected balance at any given point in time.
Use Case / Benefit:
This feature would provide a more complete picture of my overall cash flow and financial position, making it easier to anticipate future cash surpluses or shortfalls without having to review each account individually. It would be especially useful for understanding how my available funds are expected to change over time after accounting for upcoming income and expenses across multiple accounts.
Thank you. 😀