It would be great if the projected balance was increased to show 7 days, 30 days, 60 days, 90 days, 6 months, 12 months.
@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!
Yes, I see that... I was just meaning to add 90 days, 6 months and 12 months.
Got it! Thanks again for the feedback!
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!
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!
-Coach Natalie
Ok. New here, where can I go to vote?
@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.
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.
I would also like to see the projected time period extended to be at least 1 year. 2 years would be even better.
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.
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
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!
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.
Another vote for 12 months please!
i vote for 12 months or open ended
This is great news, thanks!
Finally, this is good for those still here and those who will come. Waiting for this was one of the reasons we left to go back to multi-year projection spreadsheets. I am glad to see user demand interest in daily cash flow projections! They really are key, pre-spending every dollar out a year and further is the only sure way for households to survive and meet goals that have timelines on the order of years and decades. Cash flow is king, retrospective spend analysis only tells you what not to do, budgets only tell you what to do now, only pre-spent cash flow shows what is to come and how unexpected things can affect budgets and long range goals. Promote this feature widely and you will find large pockets of personal finance wonks to spread the word for you. And think about making it multi-year!!!
Any eta on when the 12 month projected cash flow will be implemented?
what program is this?
I see this implemented in early access and use it on the account transaction list (for my checking account) and the bill area for multiple accounts.
Yes, the 12-month view is live in Early Access! This option is available in both Projected Cash Flow and Bills & Payments.
Here is our announcement!
