Ability to customize the Projected Cash Flow Graph (edited)
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Wayne1500
Member ✭
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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Comments
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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?
-Coach Natalie0 -
Would love to have at least a 12 month cash flow option. I hope this is available, this is truly used in quicken thanks.0
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Hello @miker,
Thank you for posting your feedback to the Community!
We do have an existing Idea post requesting that the Projected Cash Flow Chart/Projected Balance be increased to 12 months that would be great to have your vote on.
https://community.simplifimoney.com/discussion/64/increase-projected-balance-to-show-12-months-on-projected-cash-flow-chart-edited/p1?new=1
@Wayne1500 Please let me know if the Projected Cash Flow tab in the Upcoming section does not meet your needs, otherwise, I am looking to mark this Idea as 'Already Offered'.
-Coach Natalie0 -
I would like to see this as well. The cash flow graph should essentially represent a pool of balances from the selected accounts. If I could see the flow of my cash, checking, and credit accounts over time, in aggregate, I could better spot trends in my spending habits. Individual lines representing each account lose insights in too much detail.
Along this same thread, if you have a lot of accounts, having all of them selected on page load causes performance issues. Maybe it would be better to save the accounts previously selected? or saved views?0 -
Hello @bc34,
Thanks for posting your feedback to the Community!
In regards to having your previous account selections saved on the Cash Flow graph in the Upcoming section, I would suggest adding your vote and comments here: https://community.simplifimoney.com/discussion/1554/have-the-cash-flow-forecast-in-the-upcoming-section-remember-filters-edited
-Coach Natalie
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