![Image: https://us.v-cdn.net/6031920/uploads/editor/f0/e0ae1ikqioah.png](https://us.v-cdn.net/6031920/uploads/editor/f0/e0ae1ikqioah.png)
[edited image to reduce size]
Let me categorize and group my accounts however I like. I've got 60+ linked now. Some of my 'checking' accounts are really used for savings. One of my investment accounts is used as a cash/checking account. Maybe I want to separate my accounts from my spouses. Pretax vs. Post tax, etc. I would like to add one of my checking accounts to my credit cards list so I can keep that group of accounts with a positive balance. Some accounts are important, others not so much, etc.
@barryh Great suggestion! You actually have the option to change the type of account you have in Simplifi so you can customize your accounts a bit more if you'd like. Depending on if you are looking at the mobile app or on the website, you would need to navigate to the manage/settings option, should be a gear icon for both, and go to your accounts. From that page, you'll be able to change the type of account that it is. So if you wanted to make your checking account to appear as a credit card account, you can.
I wasn't sure if you did anything with the account type setting. Seems like if you added something specific for an account type, this might mess it up. It works, but seems like a workaround. I also put a space in front of it's name so that it went to the top of the list alphabetically. It will do for now. Hope this makes the feature list for real.
Right now if something is categorized in an investment subaccount you can only change it to another investment account type. I would like the ability to categorize an account however I want. Right now I have an insurance bill listed as a brokerage account when it should be under debt or another category but certainly not investments.
@kendra42 Great suggestion!
Hey Team!
Loving the recent updates to DARK MODE!!! THANK YOU!!
My idea is this:
I believe the best view for my accounts when I go into the app is as attached. I need to see all of the totals of my accounts, not each individual. At a glance, I just need to know how much cash I have to spend, how much is in savings and how much is in credit card debt. I can drill down if I choose, but at the end of the day the total of all accounts to spend is what I need.
As to Investments, Property and Loans, I just need to see the totals at a glance. The numbers don't change much and I don't need to look at each account every day. It's just nice to know I have $xxx in investments, $xxx in property and $xxx in loans. Again, I can always drill down if I want, but I would rather see the view from 20,000 feet when I first go into the app. If I need to see more detail, I just lower my altitude.
Now for some people, they would rather see all of their accounts the macro level. That's why I propose under general settings you should have a "default account level view" for each category: Banking, Investments, Property and loans. As you can see I would leave banking to the middle level on mine, while viewing from 20,000 feet on the others. The settings in each category (banking, etc.) should be something like: view all accounts, view account types and totals, view category total. The user would set their defaults and, voilà, you have saved almost all users valuable time.
Please see attached for an example of what mine should look like when I set up my defaults.
Thanks for listening!
Jed
Steve
Quicken Simplifi (Safari & iOS) Since 2021
Quicken Classic (MacOS) Since 2009
On the accounts overview on the left side of the dashboard, Banking assets are split into their sub-categories (Checking, Savings, Other Banking). However, all "Credit" accounts (Credit Cards, Lines of Credit, Other Credit) are consolidated into the "Credit" category. I would like to be able to see this split up
when we show credit cards in the accounts view, the sort order matters. Currently it is done alphabetically. This needs to change by highest debt for credit. Highest retirement under retirement etc
I would also find this very helpful, although I suspect the ideal solution would be to allow us to choose alphabetical by name or highest to lowest debt
I voted for this. In my case, i only have one checking account and one savings account, and it seems silly (for me) for them to be in separate groups.
—
Rob Wilkens
I'd like to be able to add my own custom account types. I have joint accounts with my father and daughter that I want to see, but I don't want them to be combined with my other account balances. For now I have set them to "Other Banking", but that puts them all in the same spot where I'd rather be able to separate them further into my fathers and daughters accounts.
I'd also like the ability to re-order the categories and accounts as I see fit. I don't like that Cash &Checking and Savings are separated by Credit.
Visually it would really help if the font size of each category was much larger than they account names. It gets a little hard to easily see where the separation is between account types when the only visual difference is a little triangle next to the category.
This suggestion exemplifies one I submitted, check it out HERE
As a new user of Simplifi after nearly 40 years using Quicken Desktop, I'm a little disappointed seeing good ideas like this one fall on deaf ears and not implemented after 3.5 years of suggestion. But here I am seeking the best financial management tool after trying many others, such as Mint, Empower, Rocket Money, MoneyDance, and YNB. Everyone of them has something good to offer, and falls short as well.
I think Simplifi has an opportunity here to be what Quicken Classic once used to be. (Great) But they need to respond to what the customer wants.
-Phil-
Former Quicken Desktop user 1984 -2023. Currently Testing Simplifi as its replacement.
Simple sorting & filtering options for the dashboard and transactions account list would be nice.
Couple of scenarios I would find useful:
It would be nice to be able to rearrange the dashboard account lists. Being able to move the credit accounts below the savings and investment accounts would be beneficial to keeping all asset accounts separate from liability accounts.
This idea is already open. Vote for it here.
[removed link to merged thread]
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
I would like for the Account Types and Grouping to be customizable much like the Categories. For Accounts like HSAs though technically a checking account, I would like to be able make the type HSA and group them separately from our regular "Cash & Checking". A bonus would be allowing sorting so I don't have to be creative with my account/group names.
An option for your HSA is to make it "Other Banking" (you can do this in Settings → Accounts). That would at least move it out of "Cash & Checking."
Anthony Bopp
Simplifi User Since July 2022Money talks. But all my paycheck ever says is goodbye