03/11/20: Recent improvements and enhancements in Simplifi

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Coach Tappan
Coach Tappan Retired Coach ✭✭✭✭

Here’s a list of a few major improvements and changes we’ve made recently in Simplifi to make your user experience better. Our thanks to all of you whose suggestions and comments in the Community contributed to these enhancements!

• Made several improvements to the Savings Goals module, including the ability to edit contributions and target goal dates after a Goal is created.
• Redesigned the Projected Balance graph on the Transactions view to make it easier to read and display recent as well as future balances and transactions.
• Changed the default display option for upcoming/recurring transactions in the mobile app from alphabetical to date order.
• Added a new “Search Tips” dropdown next to the Search icon on the Transactions list (web), with suggestions on how to improve your search results
• Added the option to display “Reviewed” and “Ignored” column flags in the Transactions list (web).

We’ll be posting notice of other enhancements to Simplifi as we roll them out. To keep track of all the latest fixes and improvements to Simplifi, you can select the Product Updates page from the Categories menu, and then click the “Follow” icon to the right of the heading.

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