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!
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!
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.