Add "remaining value" to Watchlist cards (edited)
derickj2004
Member ✭
When shopping at the store, it would be great if the spending watchlist cards in my app would have a "remaining" value so I know how much I have left to spend to stay within my target.
Tagged:
16
Comments
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I think this is a great idea, and I'm adding my vote to help get things started. Thanks for the suggestion!
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Thanks, Coach!
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Yes please add this!0
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Would love this!
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+1. IMO "Remaining" would add more value than "Projected" in the Watchlist cards.0
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Hi all, it might be helpful to note that you do have this function in Planned Spending. I suppose it could be added to the Watch List but Spending Plan is readily available from both the Dashboard and the side/dropdown menu to track you spending for a given month.
Danny
Simplifi user since 01/22
”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer1 -
DannyB. The difference is the Watchlist with tags can be used to track a "bucket" or sum of money over multiple months or years where as the Planned Spending feature is just for a monthly budget expense.0
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After @DannyB's comment, I gave the Spending Plan a try... My observations:
- It takes three clicks (same on phone) to get to a view that would be similar to the Watchlist; and see every card in one page rather than using the Dashboard and the navigation arrows.
- You can't set emojis in the cards; which I thought it was a nice visual-aid on the Watchlist cards.
- There's either a bug or I'm doing something wrong because when I created my third Spending Plan, it doesn't show the transactions for this month, but if you go to "Last 6 months", it shows the lump sum for this month. And I know there are transactions for sure...
- And like @PatrickTheBrewer mentioned, yearly budgets, like "Vacation", work well on the Watchlist but I couldn't reproduce it in the Spending Plan.
[edited images to reduce size]0 -
Hello @leandrotoledo,
Thanks for posting!
In regards to your Planned Spending Items not including transactions and showing $0 spent, we do have a known issue surrounding this: https://community.simplifimoney.com/discussion/3108/new-3-24-22-issues-with-planned-spending-not-updating-to-include-recent-transactions/p1?new=1
Additionally, since this post is for a feature request specifically, I'd suggest creating a separate post(s) in the proper Community category for any additional issues or inquiries that you may have so that we can further assist you from there.
https://community.simplifimoney.com/
We appreciate your understanding!
-Coach-Coach Natalie
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Please add this feature! My wife and I use the watchlists to keep daily track of our budget categories via tagging, and while we can do the math in our head, having a glancible view of the remaining amount would be extremely helpful!
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