Cash Flow "Saved Account Selections"?

RiversideKid

Each time I click on Cash Flow I need to deselect all accounts except the main checking account where all my bills come from.

Why not allow for Saved Profiles within the Cash Flow section where I could click on Cash Flow and then a "Saved Account List" button where I am able to save only those accounts where I need to monitor the cash flow? This would be a huge time saver for me!

Of course there will need to be a way to save the selected accounts as well where we could select those we want in the saved selection and click "Save Account List."

UrsulaA

Hi,

I believe the feature request below will help. The save account selections feature is not in Simplifi yet.

https://community.simplifimoney.com/discussion/1554/save-account-selections-on-upcoming-cash-flow-page-edited-6-merged-votes

EL1234

I found it faster to access the cash flow chart for my checking account by clicking on that account in the sidebar when I'm looking at the transactions list. It automatically shows the projected cash flow for that account at the top of the page and I don't have to fuss with checkboxes. (If you don't see it, click the down arrow next to the words "Projected Cash Flow".)

I hope that helps!