Increase the Time Range on Projected Cash Flow Chart [edited] (6 Merged Votes)

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mazar1977
mazar1977 Member ✭✭✭✭
edited March 2022 in Feature Requests

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

49 votes

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  • Coach Tappan
    Coach Tappan Retired Coach ✭✭✭✭
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    @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 ✭✭✭✭
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    Yes, I see that... I was just meaning to add 90 days, 6 months and 12 months.

  • Coach Tappan
    Coach Tappan Retired Coach ✭✭✭✭
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    Got it! Thanks again for the feedback!

  • mljshield3
    mljshield3 Member ✭✭✭
    edited October 2020
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    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
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    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 ✭✭✭
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    Ok. New here, where can I go to vote?

  • bowgy4
    bowgy4 Member ✭✭✭✭
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    @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 ✭✭✭✭
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    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 ✭✭
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    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
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    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.

  • Karl with a K
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    Hello.  I just switched from Quicken because Simplifi has the cash forecasting feature and as mljshield3 pointed out, is the only one I know of that does it.  However, I sorely miss the 12 month forecast that I had in Quicken.  Other than that, I love how it is web only and a great mobile app.
  • newpoFran
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    I want to view and edit transactions I've scheduled that are more than 6 months from today?  Can you remove the 6 month limitation?  Why put a 6-month limit when the software is designed to help people plan their finances carefully?
  • avvid
    avvid Member
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    6 months is nice, but I think a minimum of a year would be ideal!  This is by far the killer feature for the app.
  • LavenderAndRoses
    edited November 2022
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    Hi, just checking in.  I love the product.  Is there an ETA on longer date ranges for projected cash flow?
  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
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    Hello @LavenderAndRoses,

    Thanks for reaching out and sharing your feedback!

    Sadly, there is no further update to provide on this request as of yet. As soon as any news becomes available, we'll be sure to update this Idea post accordingly. 

    Please be sure to follow along here for future updates!

    -Coach Natalie
  • Jeannette
    Jeannette Member ✭✭✭
    edited February 2023
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    I would like to see further into the future than 6 months
  • Jack Carver
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    Here is my vote for the 12 month projection.
    I'm in a situation where:
    - in a 6 months window it looks terible.
    - but just a bit more it all catches back up.

  • habrams99
    habrams99 Member
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    I would also like to see the projected time period extended to be at least 1 year. 2 years would be even better.

  • frankrizzo
    frankrizzo Member ✭✭
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    It would be great to have the ability to select 9 months and 1 year for the projected cash flow. Or even better, just select from/to dates.

  • Nabeelb227
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    Ability to see more than 6 months of "Projected Cash Flow". At least 1 year, ideally up to 3 years would be helpful for planning purposes. Thanks

  • Catfish
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    I think 12 months makes the most sense - to match with the fact that you can see spending plan 12 months ahead. If you have all the data you need for a 12 month spending plan view, then you have everything you need to extend the cash flow view to 12! Most of us have some sort of bills/spending that only happens once or twice a year. As an example, I have one big annual insurance payment (rather than monthly), and my kids college tuition typically comes in two big bills at the beginning of Fall and Spring semesters. The ability to see the cash picture far enough ahead to plan for that would be a big plus. Thanks!

  • jflores11
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    12 months should certainly be available. and likely not a huge undertaking for the developers to add additional script for. Plus, this will then match it up to Quicken Classic, which allows 12 months. I switched from classic to simplifi and was surprised to see they only offered up to 6 months out. 12 months at minimum seems reasonable.

  • Jim81
    Jim81 Member
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    Another vote for 12 months please!

  • skibunny2k
    skibunny2k Member
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    i vote for 12 months or open ended