fellucca Member
edited January 14 in Feedback
This is SO close to replacing Quicken which I really want to do. 

But the Transaction section needs to have a running balance with each transaction like a check register.

And the Spending Plan needs to be linked to Cash Flow or it's pretty useless.

Thank you.


  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Hello @fellucca,

    Thanks for the feedback!

    I'm sorry to say that our Product Team has declined to add a running balance to Simplifi. Please be sure to see here for more details on the reason for this decision.

    As far as adding the Spending Plan to your Projected Cash Flow, the Bills & Income portion of the Spending Plan is already included in the Projected Cash Flow by way of the associated Recurring Reminders. However, if you're looking to have Planned Spending Items included in the Projected Cash Flow as well, I'd suggest adding your vote and feedback here:

    I hope this helps! :smile:

    -Coach Natalie