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Ability to hide account balances in the Accounts List (edited)

Tbone

Hello - I'd love to be able to hide the balance of some specific (or maybe even all) accounts on the dashboard, esp on the mobile app b/c I pull up my app fairly frequently in public settings and I don't want just anyone being able to peek over my shoulder and see my balances.

I'd like to be able to track all my assets / investments in one place, but I sure don't want those numbers pulling up on the dashboard, thanks for any help!

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Feature Request

Accounts

Status: Completed

Comments

UrsulaA

Your request is the same as the one below, which has around 20 votes. With more votes, the chances for consideration for a request rise.

https://community.simplifimoney.com/discussion/1418/ability-to-hide-net-worth

nuclearcarlos

https://community.simplifimoney.com/discussion/comment/28380#Comment_28380

I would say that it is similar but not the same. I personally am looking to hide only some accounts from the NetWorth calculation

Stella

This needs to be fixed asap. Bank of America Business Credit Card account has a display problem within Simplifi. Right now, in my total credit balance in my dashboard, the main business credit account shows a balance, and the individual business credit card also shows a balance. But in fact, the main business credit account balance already INCLUDES all of the individual business credit card balances. So it doubled/triple/4X/… the credit balance showing in the total credit balance display, depending on how many individual business credit cards the business has.

To mark transactions correctly, I need both accounts to show in my credit card account. My checking account pays the balance of the main BOA business credit account each month. So I need to mark the "credit card payment" transaction within the main business credit account to balance off the payment going out of my checking account. But all individual transactions are coming from my individual BOA business credit card. So I need to keep both the main credit account and individual credit card in order to mark those transactions correctly.

Please have a feature that allows users to turn off the display of the total credit balance for individual BOA Business credit cards in the credit card balance dashboard while maintaining the ability to edit each transaction from the individual business credit card. This will ensure that the total credit balance counts correctly! Thank you!

RobWilk

Business accounts are not officially supported, this is a personal financial app. Supposedly, they are working on a business version, which will probably be a separate subscription.

Stella

I understand. This business credit account I opened is for a sole proprietorship business in which I do tax on the 1040 schedule C form. So that's why I synced these business transactions with my other personal credit cards on Simplifi. This is the best place for me to categorize each transaction of the sole-prop business in its spending tabs for classification purposes. It's convenient for me, and I would rather have them here instead of on another business version of Simplifi, even if there is one already.. (I use professional account software for my corporation.)

Anyway, I think many others would like to have this feature as well because if you accidentally make a personal purchase from a business card, you may still want to be able to sync the business credit card account to Simplifi and mark it. The ability to turn off the credit balance display while maintaining the ability to edit transactions should be a necessary feature for all business credit cards that have a main credit account with each sub-individual account.

RobWilk

Tell you what, this now has my vote — I like the idea of 'exclude account from dashboard balance/calculations' type of setting on the dashboard. Maybe a simple 'hide account' (someone else may have asked for that, i think i created an idea post) feature would work for this purpose. In my ideal scenario, hide account would remove it from the dashboard, but you could still get to the transactions, and you could do it for open acounts.

Stella

Thanks, RobWilk! You got it. Yep, the hide account from the dashboard feature would completely do the trick. Even for checking accounts, I think it will be very useful if you sync your parent's/siblings' accounts to edit some transactions that you want to add to your spending calculations but certainly don't want those accounts to show as in your own net worth. Mint had this feature and I used it all the time in the past.

UrsulaA

https://community.simplifimoney.com/discussion/comment/31252#Comment_31252

Fair enough, these should be kept separate.

UrsulaA

This idea sounds similar to the one below.

[removed link to merged thread]

Coach Natalie

Hiding account balances is now accomplished with Privacy Mode! https://support.simplifi.quicken.com/en/articles/13172063-using-privacy-mode

If you'd like the option to hide just account balances with Privacy Mode, please see our new request for this here:

https://community.simplifimoney.com/discussion/16273/privacy-mode-ability-to-hide-just-account-totals-edited