Add Projected Balance to Headers in Accounts List (edited)
I wasn’t sure which category this belongs but I’d like to see a projected balance when I click on the account type. I like that I can get projected balances at the bank account level but I do have a few checking and savings accounts and getting the aggregated view would be great to make sure I am looking at total cash available - as well as others.
Comments
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@syrilmathai Thanks for your comment. There are a couple of ways to see projected balances in Simplifi. When you select a specific account from the accounts listing on the web version of Simplifi, the Transactions view has options to display a graph of your projected balances up to six months out, based on the recurring expenses you've already entered. On the mobile app, the Upcoming "cards" for your future scheduled transactions show projected balances at the bottom.
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@Coach Tappan thanks for the response. My request is actually to take advantage of the project balances how you have it today but not just at the individual level. Show me all project balances for all checking accounts or savings accounts. I am leveraging the functionality you have at the individual account but the graph goes away if I click on the ‘checking’ level - it only shows the upcoming cards and the transactions.
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@syrilmathai I understand your point. Projected balances are, of course, based on specific recurring income and expenses that have been previously entered, but it should be possible to generate similar projected balance displays for account groups, like checking, savings, credit, and investments. I'm taking the liberty of moving this discussion to our Product Feedback section, and adding a counter to give other users a chance to vote on your suggestion. We appreciate your comments!
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Please make this available to the Net Worth section right above Upcoming so I can see balances for all my accounts as well. I like seeing the big picture and being able to drill down the specific account to while planning.
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Hello All,
This Idea seems to have fallen stagnant, and due to the age of the request and lack of user votes/comments, will be archived within the next 10 business days.
If you would like to see this Idea kept alive and considered for possible future implementation in Quicken Simplifi, please be sure to add your vote and a comment explaining how this request would be beneficial for you. More details on voting for Idea posts can be found in our FAQ here.
Thank you,
Quicken Simplifi Community Support Team
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