Ability to customize the Projected Cash Flow Graph (edited)

Wayne1500 Member
edited June 10 in Feature Requests
Coming from Pocketsmith, the cash flow graph is essential for me. I would love it if the graph were customizable. What I am looking for is the ability to group accounts into 1 or more lines for forecasting, not just each individual lines. I use my rewards credit cards to pay for most items then fully pay off my credit cards with my checking account later in the month. I would like to combine those accounts (cards + checking) into 1 forecast to see the bigger picture. 
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  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Hello @Wayne1500,

    Thanks for posting your suggestion to the Community!

    From your description, it sounds like Simplifi may already offer what you're looking for -- if you navigate to the Upcoming section on the Web App, and then select the Cash Flow tab at the top, you'll see a Projected Cash Flow Chart that can be customized to specific accounts. More info on this can be found here

    Does this work for what you're looking for? :smiley:

    -Coach Natalie
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