Remember the expanded/collapsed state for the Projected Cash Flow/Upcoming section (edited)

kai4387

I want Simplifi to remember the expanded/collapsed state of the Projected Cash Flow section so I don't need to collapse it every time.

khad

Upvoted! I'd love to see state preserved everywhere in the UI. If I collapse or expand something, it should stay where I put it until I change it again. I filed a slightly broader request for that: https://community.simplifimoney.com/discussion/3493/preserve-ui-state-sidebar-other-elements-ive-collapsed-should-remain-collapsed-until-expanded

DannyB

Added my vote for this feature to be added! And I agree with @khad that this should be universal throughout Simplifi including what accounts are chosen to show in predictive cashflow chart.

bob223

Another upvote 18 months after the first request.

This setting would save a lot of clicks. Every time the user leaves the transaction area then returns the projected cash flow section must be collapsed. For users who move a lot from section to section, having to hide it every time is annoying and interrupts the workflow.

RobWilk

12 votes in 18 months is not a lot from what i've seen here. Still, I've seen lower vote getting requests get implemented, and I'd say this is a relatively easy one (it simply involves saving and restoring state), so my guess is it could happen. I haven't cast a vote for or against it yet, I just haven't had the need for this idea/feature yet - it might be useful, though.

Dan-in-Virginia

On the transactions page, the top quarter of the screen is covered with "upcoming" transaction events. Upcoming items can be manually removed from view, but the setting is not persistent.

My request is to add an option to disable "Upcoming" items from transactions so all I see when entering Transactions are transactions.

There is a gear on the transactions screen that allows enabling or disabling of columns for transactions. This option could go here. This option could also be added under Simplifi settings.

Thank you

Mercs

I do not use the "Bills and Payments" function at all, and same goes for "Projected Cash Flow". They take up a huge portion of the screen and I am forced to scroll by them every time. It would be great if I could turn these off entirely site/app wide but at a minimum, remembering the closed state would be helpful.

Alan G

Agree with others. Please minimize Projected Cash Flow and Bills & Payments within the account or move to its own section. I would think there's tons of data showing how many people click to minimize them. It's very disruptive to an otherwise excellent user experience.

evilkid500

100% agree with the posts here. Why is this still not done in 2024?

RobWilk

DO NOT minimize cash flow, at least not for me. I make aggressive use of it.

In the screenshot above, the user does not make use of Recurring transactions, so of course, the cash flow appears useless.

-Rob]

RobWilk

This now has my vote, I think the app having memory is a good thing.

TheReal702

Looks like I'm 3 years late to this party, but this is a great idea!

MikeBtp

I agree. Please make Projected Cash Flow panel either closed by default or remember last user setting.

DryHeat

Some people frequently use the Projected Cash Flow and some don't. Both could be accommodated by having Simplifi remember and restore the previous state (expanded or collapsed). Everyone would be happy.

dsfreddy

Whatever it takes to get the projected cash flow stuff off the top of the screen, or at least minimized. The projected cash flow feature is of no value to me.

RobWilk

For me, projected cash flow is the ONLY reason i use this app. So I don't want it removed. Make it minimizable (and sticky) for those who don't want it, if necessary.

dsfreddy

I don't like paying for something that is of no use to me. Make it a premium feature, if necessary.

DryHeat

It would be best if the Projected Cash Flow graph and the Reminder carousel could be expanded and collapsed separately. (And, of course, that the expanded/collapsed states be remembered.)

I don't often use the Projected Cash Flow, but I look at the Reminders all the time. Others probably do it the other way around. I don't want to have to choose between "both" or "none."