Define start date for all Simplifi calculations

ghorton

Hi.  I just started using Simplifi went back three months of all downloaded bank transactions to get the categories to be accurate.  I have hundreds of transactions per month.  It's 7/9/22 today and I would have liked to define a start date of 4/1/22 for Simplifi to count transactions for it's calculations (reports, etc.).  I found in online chat that I cannot do that.  It would be great to have this feature so we don't have to hand edit old transactions not to be counted (they skew the stats since they often have incorrect categories assigned).

I did find out that I could bulk delete old transactions in the web version and I did do that so 6-month ranges of my stats are accurate now.  It was still a little painful as I had to individually define every transaction to be bulk deleted (this could be a feature request too, to bulk select transactions somehow, like opening a single month and telling the web app to select all transactions in that month).

Thanks

Coach Natalie

Hello @ghorton,

Thanks for posting your suggestion to the Community!

Would you mind narrowing your request down a bit, please? For Reports specifically, you can run these using a custom date range where you'd be able to select your own start date:

If you're looking for this ability with Watchlists, we have an existing Idea post available here that you may be interested in checking out: https://community.simplifimoney.com/discussion/987/spending-watchlists-should-allow-you-to-enter-a-start-date-so-monthly-averages-are-more-useful#latest

We also have a couple of other Idea posts that cover this ability for different areas of the program -- 

https://community.simplifimoney.com/discussion/2207/customize-budget-cycle-as-opposed-to-month-to-month/p1?new=1

https://community.simplifimoney.com/discussion/3164/ability-to-customize-the-time-range-on-projected-cash-flow-graph-edited/p1?new=1

If these existing requests don't cover what you're looking for, please specify what specific area of the program you'd like to see this in, and how it differs from the existing requests. 

Also, you can bulk select transactions by month on the Web App -- all you'd need to do is collapse all months outside of the month(s) you're selecting, and then check the little checkbox next to "Account" at the top of the register, as this will select all visible transactions. More details on this can be found in our Managing Transactions YouTube video at about 3:45 seconds in.

https://www.youtube.com/watch?v=ZDeaZtRX-Bk&t=21s

Please let us know!

-Coach Natalie