Increase Projected Balance to show 12 months on Projected Cash Flow Chart [edited] (5 Merged Votes)

mazar1977
mazar1977 Member ✭✭✭✭

It would be great if the projected balance was increased to show 7 days, 30 days, 60 days, 90 days, 6 months, 12 months.

5 votes

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  • Coach Tappan
    Coach Tappan Retired Coach ✭✭✭✭

    @mazar1977 This is Coach Tappan. I've just checked the Calendar View for my checking account in Simplifi. To the right of the header that says "Upcoming," there's a blue button marked "30 days." When I click that button it expands to show other ranges: 7 days, 14 days, 45 days, and 60 days. (I've added a screen capture below to show what I'm talking about.) Is that the function you're looking for? If so, we'd be happy to recommend adding the longer date ranges you suggested to our development team. Thanks for the suggestion, and welcome to Simplifi!

  • mazar1977
    mazar1977 Member ✭✭✭✭

    Yes, I see that... I was just meaning to add 90 days, 6 months and 12 months.

  • Coach Tappan
    Coach Tappan Retired Coach ✭✭✭✭

    Got it! Thanks again for the feedback!

  • mljshield3
    mljshield3 Member ✭✭✭
    edited October 2020

    The reason I'm switched over from MINT, besides the fact I can import and rename/remove categorizes, is the amazing PROJECTION feature. No other product I've tried has this. I can calculate, down to the penny (provided I stick on my budget) exactly how much $$ I'll have in my account once the bills come out. Considering we're on the last step of paying our house off (next June) I'd LOVE to see how much our account is going to grow once that awful mortgage payment is gone. Please add an option for 1 year; maybe two. I'd stare at it all day! Thanks!

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    Hello @mljshield3,

    Thanks for posting this to the Community!

    I have gone ahead and turned this into an Idea post so that other Users can vote on it. Please be sure to add your vote as well! :smile:

    -Coach Natalie

  • mljshield3
    mljshield3 Member ✭✭✭

    Ok. New here, where can I go to vote?

  • bowgy4
    bowgy4 Member ✭✭✭✭

    @mljshield3 You'll see a blue box under your original post with a small box with a number and up and down arrows. Just click on the up arrow to vote this up. Great idea. It will be great when Simplifi has better investment tracking and this can start to be used for "if this then that" planning to see effects on retirement, net worth, etc.

  • scottnliz
    scottnliz Member ✭✭✭
    I would love to be able to see more than 6 months out- maybe to 1 year out.  I have some less frequent expenses and income that won't always show in the 6 month window.
  • jfmclaugh
    jfmclaugh Member
    I agree about extending the time frame. I like to plan to the end of the year. Not realizing you couldn't, I recently added a one-time bill for November that I would like to edit, but it just "disappeared"- I guess I won't be able to see it for another month or so.
  • bc34
    bc34 Member
    I would like to see this feature as well. Maybe even past a year, and fully configurable to an arbitrary end date or number of years.

    Before using Simplifi, I built and maintained a personal finance app of my own with Python/SQLite, but life priorities shelved that for now. It had a forecasting feature as well, but was highly configurable.

    From my experience with it, I found that there are insights you don't get until you forecast way out and that it is important to let the user decide when to stop the forecast.

    It can be really helpful for those big life purchases, like a house, and see just how sustainable your income and expenses are over that long period. You might come to find that renting will cost you three times what a house purchase would be over 30 years. Or, that to afford a certain lifestyle, you really need to get a new job paying big bucks. But, you won't see the crunch in your cash flow until a few years out because you've eaten into your savings. Keeping an eye on the long term is just as important as the short term. This app is well positioned to capitalize on that. Especially considering that end dates can be set on scheduled transactions.