Track and Research my transactions

UrsulaA

I am pleased with Simplifi as it has helped me see where my funds go and how I spend.

Account transfers show both sides
I am happy to see my brokerage account deposits as transfers on the spending plan. I can even set them as recurring for the system to use them in bank balance projections. I am using early access to view investment transactions. As of now, those are not downloadable to CSV yet but at least they are synched in the system.

I also like being able to see both sides of the transfer to troubleshoot issues with the banks in case the funds go out of the checking out but do not post on the receiving account.

Neat feature, being able to click on the original statement link to search

Spending Watchlists

Love that these can be set up by category, payee, or tag and that they give you a quick summary of spending.

Transaction List shows account name, tags, and notes together

Also like the groupings by date or amount depending on the selected column sort.

Recurring income, bills, subscriptions, and transfers

This is the first time I have been able to gather all of these in one view. Mint did not track recurring transfers well or tag recurring income. I am better organized with this and can even find subscriptions I no longer need. I also like how these flow to the spending plan saving me some data entry for known income or expenses.

Coach Natalie

@UrsulaA, thanks so much for sharing!

-Coach Natalie

DannyB

@UrsulaA , Welcome to Q-Simplifi.

I had much the same experience when I first discovered and started using Q-Simplifi.

UrsulaA

Thanks - Also showing both sides of transfers tagged as such is helpful. I just found that Mint did not download a month's worth of statements for one of my less active credit cards (only 3 transactions). I just added the transactions manually to my credit card and matched the payment to my checking account.