Projected available money report and add a future transaction? (edited)
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Js
Member
Hi, I just started with Simplifi, it’s been pretty great so far in terms of importing all my financial institution data, but I’m having a hard getting it to do 2 things
first, I can’t figure out how to get a projected funds available over time report - this is simply my current bank assets +/- my net income-spending over time.
secondly, I can’t figure out how to add single one time future expenses or income item
any help on these appreciated.
thx
first, I can’t figure out how to get a projected funds available over time report - this is simply my current bank assets +/- my net income-spending over time.
secondly, I can’t figure out how to add single one time future expenses or income item
any help on these appreciated.
thx
0
Best Answer
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These answers apply to the web app, but I believe there is similar functionality in the mobile app.
1. You won't find this in Reports, but you will see a nice graph on the Cash Flow page when you click on the Upcoming menu item. If you're only interested in seeing one account, you can also click on the account name on the left side of the Dashboard page.
2. You can enter a one-time expense from the Transactions page by clicking the blue + icon on the extreme right.Anthony Bopp
Simplifi User Since July 2022Money talks. But all my paycheck ever says is goodbye
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